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Fixed Index Annuity

Sep 12, 2025

  • Weekly Market Commentary
  • Fixed Index Annuity
  • The “Still-Working Exception” and December 31 Retirement
  • 2025 Year-End Retirement Account Deadlines
  • Weekly Market Commentary
  • Why Annuities May Be a Safer Bet in 2025
  • Qualified Distributions and Successor Beneficiaries: Today’s Slott Report Mailbag
  • Do QCDs Actually Reduce AGI?
  • Weekly Market Commentary
  • Interest in Annuities Is Soaring: Understanding the 2025 Trend
  • Trump Accounts and the Pro-Rata Rule: Today’s Slott Report Mailbag
  • Avoiding the 10% Early Distribution Penalty for Certain Hardship Withdrawals
  • Tapping an ESA for Back-to-School Expenses
  • Weekly Market Commentary
  • Annuity Awareness Month 2025: Your Guide to Income Security
  • The Once-Per-Year Rollover Rule and SEP IRA Contributions: Today’s Slott Report Mailbag
  • The Craziest Stuff I’ve Heard
  • In ERISA Retirement Plans, Spouse Beneficiaries Rule
  • Weekly Market Commentary
  • 6 Ways to Secure Your Finances After Retirement

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Joe@happyandretired.com

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