Schedule your Appointment with Us Today! Annuities, Principal Protection, Growth Potential, Lifetime Income Educational Videos Videos Annuity Educational Videos Allianz Annuity Basics View More How to Tell FIA Facts from FIA Fiction View More Questions to Ask When Purchasing a Fixed Indexed Annuity View More Get the Basics on Indexed Annuities View More Life Insurance & Retirement Educational Videos Remle Winand Real Life Story View More NBC News - Investing In Life Insurance View More Wendy Boglioli View More Changing Face of Retirement View More The 401k Fallout View More Ed Slott Educational Videos Protecting Your Retirement Income from Taxes - Ed Slott, CPA Tax Advisor View More Ed Slott - Stay Rich Forever & Ever View More Tax Advisor Ed Slott on the IUL View More CPA Ed Slott Avoiding Taxes In Retirement View More Ed Slott, CPA Life Insurance for Life Beyond View More CPA Ed Slott Explains Tax Efficient Investing View More Ed Slott IUL Tax Free Retirement View More American Equity Educational Videos The Benefits of an Annuity View More Understanding Lifetime Income Benefit Riders – How Do Lifetime Income Benefit Riders Work View More Understanding Fixed Index Annuities – How Does a Fixed Index Annuity Work View More Understanding Annuity Basics View More A Loved One Died and Left You an Inheritance. Now What?June 12, 2025Take these steps when you receive a windfall Perhaps you are among the growing number of Americans fortunate enough to… Read more: A Loved One Died and Left You an Inheritance. Now What? IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report MailbagJune 12, 2025By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I have two IRA annuities with different insurance companies. One of… Read more: IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag When You SHOULD Name a Trust as IRA BeneficiaryJune 11, 2025By Sarah Brenner, JD Director of Retirement Education Here at the Slott Report we hear many stories about trusts being named as… Read more: When You SHOULD Name a Trust as IRA Beneficiary Fixing a Converted RMD…and the Tax ReportingJune 9, 2025By Andy Ives, CFP®, AIF® IRA Analyst We know that required minimum distributions (RMDs) cannot be rolled over or converted.… Read more: Fixing a Converted RMD…and the Tax Reporting Privacy Policy Phone (917) 991-2945 Schedule Your Appointment Today! FollowFollowFollowFollowFollowFollow Terms of Use