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 Recharacterization Still ExistsOctober 2, 2024By Andy Ives, CFP®, AIF® IRA Analyst When a traditional IRA owner wants to convert all or a portion of his account to a Roth IRA, he needs to […] Surprising News About the New Statute of Limitations for Missed RMDs and Excess IRA ContributionsSeptember 30, 2024By Ian Berger, JD IRA Analyst A big change made by the SECURE 2.0 Act of 2022 was adding a new statute of limitations (SOL) for the IRS to […]