Discover the Palladium MYGA from American National Insurance: A Smarter Alternative to Bank CDs
Many Americans turn to bank CDs for stability and guaranteed returns. But there’s now a smarter, more efficient option: the Palladium MYGA (Multi-Year Guaranteed Annuity) from American National Insurance. This [...]
Who Manages Your 7702 Plan?
By Ford Stokes, RSSA, MBA When it comes to planning your retirement, you've likely heard of IRAs, Roth IRAs, 401(k)s, and annuities. But what about a Section 7702 Plan? If [...]
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 On July 4, 2025, a landmark piece of legislation — Section 70106 of H.R. 1, known as the “Big Beautiful [...]
Why Conservative Investors Should Consider Buying a Brokered CD Over a Bank CD
By Ford Stokes, RSSA, MBA When it comes to preserving capital and earning a steady, predictable return, certificates of deposit (CDs) have long been a go-to choice for conservative investors. [...]
Why Fixed Indexed Annuities Are the Smart Bond Replacement Strategy for Investors Over 50
By Ford Stokes, RSSA, MBA Registered Social Security Analyst | Series 65 Licensed Financial Advisor | Host of Retirement Results Radio Show Introduction For investors aged 50 and older, preserving [...]
The New “Permanent” $15 Million Estate & Gift Tax Exemption: What It Means for You
The New “Permanent” $15 Million Estate & Gift Tax Exemption: What It Means for You On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (H.R. 1) into law. [...]
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 | Host of Retirement Results Radio Show At a time when retirees are navigating rising costs, shrinking pensions, and market [...]
Why It Matters: Kiplinger Shines Spotlight on RSSAs—and Ford Stokes Is Leading the Way in Georgia
Planning for Social Security is one of the most important—and often confusing—decisions retirees face. That’s why Registered Social Security Analysts (RSSAs) are gaining national attention, and why Kiplinger Personal Finance [...]
Protecting Your Retirement: Jamie Dimon’s Warning and the Case for Replacing Bonds with Fixed Indexed Annuities
Written By: Ford Stokes, RSSA, MBA "You are going to see a crack in the bond market. It is going to happen." These are the chilling words [...]
What to Do When You Change Jobs: A Comprehensive Guide to Securing Your Financial Future
By Ford Stokes, RSSA, MBA Changing jobs can be an exciting time—new challenges, new goals, and often, new compensation. But it’s also one of the most crucial moments to [...]