Khatter Financial

05/24/2026

Read my article

05/24/2026

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

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

05/20/2026

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

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