Videos
Carl Gill “APC Advisors Videos”
Carl Gill “Estate Planning Series”
Annuity Educational Videos
Life Insurance & Retirement Educational Videos
Ed Slott Educational Videos
American Equity Educational Videos
- Weekly Market Commentary
-Darren Leavitt, CFA Equity markets regressed during the abbreviated trading week, while US Treasuries found some footing. Trade policies continued… Read more: Weekly Market Commentary - The Transition to Retirement: 11 Exceptional Tips for the Average Joe or JaneBaby boomers were never “average.” The generation wears uniqueness is a badge of honor. However, approximately 10,000 boomers turn 65… Read more: The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane
- Once-Per-Year Rollover Rule and RMD Aggregation: Today’s Slott Report MailbagBy Andy Ives, CFP®, AIF® IRA Analyst Question: Are rollovers done by a spouse beneficiary subject to the once-per-year… Read more: Once-Per-Year Rollover Rule and RMD Aggregation: Today’s Slott Report Mailbag
- NUA: “Resetting” Cost BasisBy Andy Ives, CFP®, AIF® IRA Analyst The recent market ride has been nuts. It is certainly no fun… Read more: NUA: “Resetting” Cost Basis
