44 Social Security Secrets Journalist’s Guide to Indexed Annuities Safe Money Millionaire Social Security Retirement Benefits Social Security Understanding the Benefits Social Security Retirement / Survivors Benefits BACK TO RESOURCES HOMEPAGE Request an appointment To request an appointment, fill in the contact form or call us at (310) 377-0668 Contact Us About Us Financial Services Insurance Services Resources WEEKLY NEWSLETTER Retirement Planning in 2026: A Practical Playbook (and How Annuities Can Help)Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right NowWhy Life Insurance Belongs in Your Retirement Plan IRA ARTICLES Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report MailbagNew Code Y is Optional for 2025 QCDsEligible Designated Beneficiary Trivia