Videos

Annuity Educational Videos

Life Insurance & Retirement Educational Videos

Ed Slott Educational Videos

American Equity Educational Videos

Nothing SIMPLE About It: 3 Different Catch-Up Limits for 2025
Tax-Free HSA Distributions
Weekly Market Commentary
7 Things You’ll Be Happy You Downgraded in Retirement
Roth IRA Conversion Considerations
Annual RMDs For Certain Beneficiaries Kick in Soon
Annual RMDs For Certain Beneficiaries Kick in Soon
Weekly Market Commentary
Why Your Current Retirement Plan May Not Be Enough in 2025
New Rule: All IRA RMDs Must Be Satisfied Prior to Doing a Roth Conversion
Weekly Market Commentary
Trusts as the Beneficiary and Inherited IRAs: Today’s Slott Report Mailbag
Key change coming for 401(k) ‘max savers’ in 2025, expert says — here’s what you need to know
Turn Your Clocks Back, and Pay Attention to the Roth IRA Clocks
Weekly Market Commentary
3 IRA Tasks to Complete by the End of 2024
What the Fed’s Rate Cut Means for You
The Zombie Rule
Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025
Weekly Market Commentary

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Investment advisory services offered through Virtue Capitol Management, a SEC-Registered Investment Advisor. Virtue Capitol Management does not provide legal or tax advice. Investment Advisor Representatives of Virtue Capitol Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Synergy Wealth Management. Securities transactions for Virtue Capitol Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Com