Ask yourself this?

WHAT MATTERS MOST FOR MY RETIREMENT

Ed Slott, CPA Tax Advisor Educational Videos

Protecting Your Retirement Income from Taxes - Ed Slott, CPA Tax Advisor

Educational And Other Insightful Videos

Below you will find our entertaining and educational explanation videos and short online seminars that are available for your viewing pleasure. Simply click on the title of the video you would like to watch.

The Basics Of Fixed Indexed Annuities

One of the most misunderstood and unenlightened retirement vehicles is the Fixed Indexed Annuity. Annuities are capable of providing a variety of diverse solutions that may help some clients with their retirement needs. We believe working with a fiduciary Advisor to help navigate this complex world of annuities to determine if and which annuity might be best for you will give you the peace of mind that you have made the right decision.

Questions to Ask When Purchasing a Fixed Indexed Annuity

Questions to Help Evaluate Annuities

Due to the vast variety of annuity types along with numerous costs, benefits and riders available in the marketplace, we believe our clients should know what questions to ask when considering whether a Fixed Indexed Annuity is the best option to help them achieve their retirement goals. This brief video will help give you clarity, insight, and understanding to make a more informed decision.

Tax Free Retirement Explained in 3 Minutes – Ed Slott, CPA Tax Advisor