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Fixed Index Annuity

Sep 12, 2025

  • Three Basic IRA Rules that Must Be Understood
  • Weekly Market Commentary
  • Required Minimum Distributions and Inherited Roth IRAs: Today’s Slott Report Mailbag
  • 2026 Retirement Income Planning: A Practical Guide to Turning Savings Into Paychecks
  • You’ll Need to Report Certain IRA and Retirement Plan Distributions Differently on This Year’s Form 1040
  • Naming a Trust for a Minor as IRA Beneficiary
  • Weekly Market Commentary
  • Long-Term Care Planning in 2026: The “Quiet” Risk That Can Reshape a Retirement Plan
  • Roth IRA Distribution Rules and Rollovers of Required Minimum Distributions: Today’s Slott Report Mailbag
  • A Different Fix: Excess IRA vs. 401(k) Plan Contributions
  • How the Vesting Rules Work for Company Retirement Plans
  • Weekly Market Commentary
  • A Well-Rounded Financial Plan Starts With the Whole Picture
  • Eligible Designated Beneficiaries and Roth IRA Contributions: Today’s Slott Report Mailbag
  • Spousal IRA Contributions
  • Inherited Roth IRAs and Successor Beneficiaries
  • Weekly Market Commentary
  • Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
  • SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules

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Joe@happyandretired.com

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