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SPIAs & DIAs Archives - The Retirement Academy My title page contents

SPIAs & DIAs Blogposts

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...

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...

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...

The Bengen 4% Study

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

There is a lot of talk about the 4% rule. Some folks still view it as the gospel and others might view it as being...

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...

Retirement Doesn’t Have To Be “The Final Countdown”

by Charlie Gipple, CFP, CLU, CHFC | Feb 7, 2021 | GLWBs (Annuity), Module 3: Annuities Education, Skill Level Novice, SPIAs & DIAs | 0 Comments

We have all been there. I just paid $12 for the “double deluxe clear coat automatic laser” car wash. Once finished...

Annuities And GLWBs: How To Clear A Room At A Christmas Party

by Charlie Gipple, CFP, CLU, CHFC | Feb 6, 2021 | GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, Skill Level Intermediate, SPIAs & DIAs | 0 Comments

My wife, kids and I went to a Christmas party at a friend’s house a couple years ago with about eight other families...

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