Retirement Planning Insights for Women 55+

Beneficiary Designations: 9 Questions for Retirement Planning

September 16, 2026 · Blake Wealth Management

Learn nine questions to ask during a beneficiary designation review so your retirement accounts, insurance, and estate plan work together.

Tax PlanningEstate Planning

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

September 1, 2026 · Blake Wealth Management

A surviving spouse can keep an inherited IRA or move it into her own IRA. Learn how age, taxes, healthcare, and RMDs can affect the decision.

Retirement IncomeWidows and RetirementTax Planning

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

September 1, 2026 · Blake Wealth Management

Learn how qualified and nonqualified annuities are taxed, how withdrawals differ from annuity payments, and why the source of your money matters.

Tax PlanningRetirement IncomeAnnuities

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