Fixed Index Annuity

Fixed Index Annuity

What Is a Fixed Index Annuity? A fixed index annuity is a financial product whose terms are defined by a contract between you and an insurance company. It features characteristics of both fixed annuities and variable annuities. Fixed index annuities are also referred...

The “Still-Working Exception” and December 31 Retirement

By Ian Berger, JD IRA Analyst As the end of the year approaches, you may have plans to retire on December 31. However, if you are using the “still-working exception” to defer required minimum distributions (RMDs) from your 401(k) (or other company plan), you may want...

2025 Year-End Retirement Account Deadlines

  By Sarah Brenner, JD Director of Retirement Education The end of the year always brings a flurry of retirement account deadlines and planning opportunities. This year is no different. And, new for 2025, the One Big Beautiful Bill Act (OBBBA) brings new...
Weekly Market Commentary

Weekly Market Commentary

Investors sent the S&P 500 to another all-time high in a holiday-shortened week of trading.  President Trump started the week by asking the Supreme Court to expedite a hearing to challenge the International Trade Court and the Federal Court of Appeals rulings that...
Vaccines Medicare Covers for Free in 2025

Vaccines Medicare Covers for Free in 2025

The U.S. is experiencing an outbreak of measles and is on track to have the most whooping cough cases since 1948. These vaccines Medicare covers for free can keep you safe. Did you know that Medicare fully covers many vaccines for its beneficiaries? Well, they do....