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 Could Your Retirement Plan Handle a Change of Plans? September 15, 2026The Four Risks That Can Quietly Undermine Your Retirement Plan September 10, 2026Tax-Efficient Retirement Planning: It’s Not Just What You Save—It’s What You Keep September 4, 2026 IRA ARTICLES Do We Use the Life Expectancy of the IRA Owner, or the Beneficiary to Calculate RMDs?: Today’s Slott Report Mailbag September 17, 2026Time is Running Out for Penalty-Free Correction of 2025 IRA Contributions September 16, 2026Part 2: Who Should NOT Convert to a Roth IRA? September 14, 2026
