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Indexed Annuities Blogposts

Why Only 4% Withdrawal Rates If the Market Has Averaged 10%?

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2022 | GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, Module 6: The Academians' Blog, Skill Level Intermediate | 0 Comments

Many years ago, I was sitting with a client who had a $500,000 portfolio and was about to retire. He asked me...

Case Study: RMDs, 401ks, IRAs, and SPIAs

by Charlie Gipple, CFP, CLU, CHFC | Sep 17, 2021 | Case Studies, GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, MYGAs and Traditional Fixed Annuities, SPIAs & DIAs, Variable Annuities | 0 Comments

Below is a video where I discuss RMDs and SPIAs with IRAs as well as 401ks. There is much more to this than meets the...

Guaranteed Streams of Income Make For a Happier Retirement

by Charlie Gipple, CFP, CLU, CHFC | Aug 31, 2021 | GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, Skill Level Intermediate, SPIAs & DIAs | 0 Comments

It was a beautiful day, and because it was a weekday morning with no boats on the water - except for us - the water...

Retirement is on sale with annuities by 43%!!

by Charlie Gipple, CFP, CLU, CHFC | Aug 4, 2021 | Economics, GLWBs (Annuity), Indexed Annuities, Module 1: Practice Management, Module 3: Annuities Education, Skill Level Intermediate | 2 Comments

Many of you “Academians“ know of the 4% rule that I reference here. Some of you also know about the later-published...

Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!

by Charlie Gipple, CFP, CLU, CHFC | Aug 4, 2021 | Behavioral Finance, Economics, Estate Planning, GLWBs (Annuity), GUL and Fixed Life, Indexed Annuities, Indexed Universal Life, Marketing and Prospecting, Module 1: Practice Management, Module 3: Annuities Education, Module 4: Life Insurance Education, Motivational, MYGAs and Traditional Fixed Annuities, Presentation Skills, Regulations, Skill Level Intermediate, Social Security, SPIAs & DIAs, Taxes, Technology, Term Life, Variable Annuities, Variable Universal Life, Webinar Recordings, Whole Life | 0 Comments

August 10th (11:30 CST - 12:30 CDT) We all know Tom Hegna!!! We are honored to have him. He is one of the foremost...

Why Your Annuity Trumpet Should Get Louder As Interest Rates Decrease

by Charlie Gipple, CFP, CLU, CHFC | Jul 27, 2021 | Economics, GLWBs (Annuity), Indexed Annuities, Module 1: Practice Management, Module 3: Annuities Education, MYGAs and Traditional Fixed Annuities, Skill Level Advanced | 0 Comments

I know the title of this article seems contrary to what you would think but hear me out as I discuss the “relativity...

GLWB Taxation (Written By Mystery Man)

by Charlie Gipple, CFP, CLU, CHFC | Jun 23, 2021 | GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, Skill Level Advanced, SPIAs & DIAs, Whitepapers | 0 Comments

A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...

The 2.8% Withdrawal Rate Study

by Charlie Gipple, CFP, CLU, CHFC | Feb 19, 2021 | Economics, GLWBs (Annuity), Indexed Annuities, Module 1: Practice Management, Module 3: Annuities Education, Skill Level Advanced, SPIAs & DIAs | 0 Comments

In 2013 Morningstar put out a report that sought to update what was once the 4% rule of thumb. There are some very...

Whitepaper: Taxes and Annuities. How Annuities are Taxed

by Charlie Gipple, CFP, CLU, CHFC | Feb 19, 2021 | GLWBs (Annuity), Indexed Annuities, Module 1: Practice Management, Module 3: Annuities Education, MYGAs and Traditional Fixed Annuities, Skill Level Novice, SPIAs & DIAs, Taxes, Variable Annuities, Whitepapers | 0 Comments

A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...

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