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 TURNING BACK THE CLOCKS AND REVISITING THE ROTH IRA FIVE-YEAR CLOCKSNovember 27, 2023By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport A few weeks ago, many of us were required to turn back our clocks one hour and say […] 4 IRA TAX BREAKS FOR WHICH WE GIVE THANKS IN 2023November 22, 2023By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Thanksgiving is almost here! This is a time for us to gather […]