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Beneficiary Designations: 9 Questions for Retirement Planning

Learn nine questions to ask during a beneficiary designation review so your retirement accounts, ...

Blake Wealth Management

September 16, 2026

Inherited IRA Options for a Surviving Spouse: What to Consider Before Moving the Money

A surviving spouse can keep an inherited IRA or move it into her own IRA. Learn how age, taxes, h...

Blake Wealth Management

September 1, 2026

How Are Annuities Taxed? Start With Where the Money Came From

Learn how qualified and nonqualified annuities are taxed, how withdrawals differ from annuity pay...

Blake Wealth Management

September 1, 2026