Fixed Indexed Annuities Fixed Indexed Annuities Read More Indexed Interest Potential Indexed Interest Potential Read More Is a Fixed Indexed Annuity Right For You? Is a Fixed Indexed Annuity Right For You? Read More It's Time To Rethink Retirement It's Time To Rethink Retirement Read More Protection Benefits Protection Benefits Read More Tax Deferral Tax Deferral Read More Understanding The Basics Understanding The Basics Read More Understanding The Benefits Understanding The Benefits Read More Who's Who in a Fixed Annuity Who's Who in a Fixed Annuity Read More 10 Good Reasons To Buy a Fixed indexed Annuity 10 Good Reasons To Buy a Fixed indexed Annuity Read More Request an appointment To request your appointment you can fill in the contact form or call us. (941) 355-4362 Contact Us About Us Financial Services Insurance Services Resources Educational Videos Downloads BLOG IRS WAIVES 2024 RMDS FOR IRA BENEFICIARIES SUBJECT TO THE 10-YEAR RULEApril 17, 2024By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport If you’re an IRA beneficiary subject to the 10-year payout period and would have had a […] TWO RMD STRATEGIES TO AVOID IRMAAApril 15, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport You have carefully saved for retirement and now you have […]