(818) 317-9753
Joe@happyandretired.com
CONTACT US TODAY!
Home
About Us
Services
Videos
BLOGS
Select Page
Fixed Index Annuity
Sep 12, 2025
Understanding Fixed Indexed Annuities: Balancing Growth Potential and Protection
Reporting a Recharacterization
A Cheat Sheet for Retirement Account Beneficiary RMDs
Weekly Market Commentary
Required Minimum Distributions and Inherited IRAs Prior to 2020: Today’s Slott Report Mailbag
Why Retirement Planning Should Start Earlier Than Most People Think
The Once-Per-Year Rollover Rule: Multiple Deposits vs. Multiple Distributions
The Simultaneous QCD/RMD Transaction
Backdoor Roth IRAs and Inherited IRAs: Today’s Slott Report Mailbag
Grandparents Should Be Very Careful Before Opening Trump Accounts
Why Financial Confidence Starts With a Plan
5 Steps to Spring-Clean Your IRA
Weekly Market Commentary
Protecting Your Wealth Through Every Stage of Life
The Net Unrealized Appreciation (NUA) Strategy and Roth IRA Contribution Eligibility: Today’s Slott Report Mailbag
6 Required Questions to Determine an IRA Beneficiary Payout Structure
How Will States Tax Trump Account Contributions?
Weekly Market Commentary
The Five-Year Rule and Rollovers to Employer Plans: Today’s Slott Report Mailbag
The Hidden Risk of “Waiting Too Long” to Get Your Financial House in Order