Khatter Financial

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An Income Longevity Company

06/08/2026

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Long-Term Care: The Retirement Risk Many People Underestimate 06/08/2026

https://www.linkedin.com/pulse/long-term-care-retirement-risk-many-people-jay-khatter-ifwyc

Long-Term Care: The Retirement Risk Many People Underestimate Most people spend decades preparing for retirement. They focus on: investments, savings, Social Security, retirement income.

The SEP IRA Advantage: The Retirement Plan Many Business Owners Overlook 06/08/2026

https://www.linkedin.com/pulse/sep-ira-advantage-retirement-plan-many-business-owners-jay-khatter-u9x4c

The SEP IRA Advantage: The Retirement Plan Many Business Owners Overlook When most people think about retirement planning, they think about: 401(k)s, Traditional IRAs, Roth IRAs, pensions. Yet one of the most powerful retirement vehicles available to self-employed individuals and business owners often receives far less attention: The SEP IRA.

The 10-Year Inherited IRA Rule: Why Many Families Feel the System Became Needlessly Complicated 05/24/2026

https://www.linkedin.com/pulse/10-year-inherited-ira-rule-why-many-families-feel-system-jay-khatter-sjn2c

The 10-Year Inherited IRA Rule: Why Many Families Feel the System Became Needlessly Complicated Retirement accounts were originally designed around a fairly simple idea: work, save, invest, defer taxes, and eventually use retirement assets to support long-term financial security. But in recent years, inherited IRA rules became dramatically more complicated — especially following the passage ...

05/21/2026
Why Indexed Annuities Are Quietly Replacing Fixed Annuities, MYGAs, and Traditional Retirement Strategies 05/20/2026

https://www.linkedin.com/pulse/why-indexed-annuities-quietly-replacing-fixed-mygas-jay-khatter-bxwsc

Why Indexed Annuities Are Quietly Replacing Fixed Annuities, MYGAs, and Traditional Retirement Strategies For years, retirees were told they had two choices: leave money sitting safely in the bank earning almost nothing, or take market risk chasing returns. Then came: Fixed Annuities, MYGAs (Multi-Year Guaranteed Annuities), and Variable Annuities.

05/20/2026

Contemplate the annuity

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