Happy 90th Birthday, Social Security: Why Now is the Time for Strategic Retirement Planning
Happy 90th Birthday, Social Security: Why Now is the Time [...]
The Fully-Diversified Retirement Portfolio for Today: A Smarter 60/40 (60% Stocks/ETFs + 40% Fixed Indexed Annuities)
If you’re nearing retirement (or already there), you don’t just [...]
How Wirehouse Stockbrokers Got It Wrong About Annuities: A Clearer Path to Retirement Security
In recent years, Wirehouse stockbrokers have consistently been critical of [...]
Discover the Palladium MYGA from American National Insurance: A Smarter Alternative to Bank CDs
Many Americans turn to bank CDs for stability and guaranteed [...]
Who Manages Your 7702 Plan?
By Ford Stokes, RSSA, MBA When it comes to planning [...]
Why Retirees Must Be Cautious With Roth Ladder Conversions After the “Big Beautiful Bill
By Ford Stokes, RSSA®, MBA Published on ActiveWealth.com and RetirementResults.com [...]
Why Conservative Investors Should Consider Buying a Brokered CD Over a Bank CD
By Ford Stokes, RSSA, MBA When it comes to preserving [...]
Why Fixed Indexed Annuities Are the Smart Bond Replacement Strategy for Investors Over 50
By Ford Stokes, RSSA, MBA Registered Social Security Analyst | [...]
The New “Permanent” $15 Million Estate & Gift Tax Exemption: What It Means for You
The New “Permanent” $15 Million Estate & Gift Tax Exemption: What [...]
How President Trump’s “Big Beautiful Bill” Is Transforming Retirement: A Game-Changer for Social Security Recipients and Retirees
By Ford Stokes, RSSA, MBA President of Active Wealth Management [...]