Allen Masri

Federal Benefit Consultants

Articles

The Thrift Saving Plan (TSP)

March 21, 2022

The government version of a 401(k) makes sense. A Thrift Savings Plan or TSP is a retirement plan for ...

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The Best Time for Tax Planning

March 21, 2022

Following some of these tax-savvy strategies can help you save moneyTax planning involves far more than ...

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Minimizing Probate By Using a POD and a TOD

March 23, 2022

Use ‘Transfer on Death’ Form to Avoid Probate CourtAvoiding probate can be tricky, but you might ...

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The Glidepath And Systematic Withdrawal Theory: Do They Still Apply In Today’s Interest Rate Environment?

March 1, 2022

William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, ...

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Transparency: Welcome to the Future

March 21, 2022

Everywhere you look in our industry; you see changes, changes designed to be more transparent.It seems ...

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7 Shortcuts for Major Money Hassles

March 21, 2022

Hassle-free means less stress One: Ace Your RetirementBy the time you're 65, you'll need to have socked ...

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Medicare Reimbursements Shrink As Medical Costs Increase

March 23, 2022

If Medicare Reimbursements shrink, who pays the difference?As we age, we become less worried about paying ...

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Questions & Answers Regarding Probate

March 23, 2022

Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...

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The Good News: The Longer You Live, The Longer You Live

March 21, 2022

The Longer You Live, The Longer You Live“I have felt for a long time a sense ...

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Common Money Myths That Keep You Confused

March 23, 2022

Are you confused and frustrated about money?As they say, “If you repeat a lie often enough, ...

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To Bonds Or Not To Bonds That Is The Question

March 23, 2022

Have bonds earned a place in your portfolio?Beginning in 2020, the Federal Reserve cut interest rates ...

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Should I Buy Long-Term Care Insurance?

March 23, 2022

Should I Buy Long-Term Care Insurance?“Long term insurance protection for nursing home care does not have ...

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Is too much derisking of your retirement fund a good idea?

March 21, 2022

Is too much "de-risking" a good idea? "If you are thinking about rolling your 401k into an ...

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Invisible Fees in Mutual Funds

March 21, 2022

Transparency in the financial world has traditionally been lacking.As information sources have increased, along with it ...

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Does a deferred income annuity have a place in your retirement plan

March 21, 2022

Does a deferred income annuity have a place in your retirement plan? If you're looking for payments ...

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Charitable And Individual Gifting Considerations

March 23, 2022

Charitable Gift AnnuitiesA charitable gift annuity (CGA) provides a structured way to give to charity while securing ...

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Retirement Planning With Overlooked Expenses

February 17, 2022

When Planning, Don’t Forget These Often Overlooked Retirement Expenses“There is a massive disconnect between how much ...

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401k Investment Tips: Essential Tools for Informed Choices

March 21, 2022

Manage your 401(k) for better performance You know that investing in your 401(k) is vital to your ...

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FINRA And Its Relentless Attack on Excessive Fees

March 21, 2022

Let’s see…..hmm. The Commissioner of Baseball is also one of the franchise owners.The NFL is a ...

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The Tax Deferred Annuity

March 21, 2022

A tax-deferred annuity helps manage tax liability. A tax-deferred annuity is a plan in which income tax ...

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Allen Masri picture

Allen Masri

Federal Benefit Consultants

1836 N. Pine Island Rd.

Plantation, Florida 33322

allen.masri@retirevillage.com

(786) 398-7260

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