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 Planning to retire in 2025? Do these 7 things nowJuly 2, 2025A wonderful retirement is the goal of many people, and you want it to come off without any major snags.… Read more: Planning to retire in 2025? Do these 7 things now 10 Things You Should Know about Fixing Late Rollovers With Self CertificationJuly 2, 2025By Sarah Brenner, JD Director of Retirement Education When retirement account funds are on the move, things do not always… Read more: 10 Things You Should Know about Fixing Late Rollovers With Self Certification Pro Rata, Not “Double Tax”June 30, 2025By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and… Read more: Pro Rata, Not “Double Tax” Weekly Market CommentaryJune 29, 2025The S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week… Read more: Weekly Market Commentary Privacy Policy Phone (917) 991-2945 Schedule Your Appointment Today! FollowFollowFollowFollowFollowFollow Terms of Use