Allen Masri

Federal Benefit Consultants

Articles

When Harry and Sally Met Their 401(k)

March 23, 2022

Harry and Sally White are regular people.Harry and Sally work for the same company; actually, that ...

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The Float, Warren Buffett, Annuities and You

February 24, 2022

Understand how Warren Buffett uses float "Float" is defined as the time delay between a bank check being ...

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Should You Downsize When You Retire?

March 23, 2022

If you plan to sell your current home and move to a smaller one after retirement, ...

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Should Pre-Retirees And Retirees Rebalance Their Investment Portfolios To Mitigate Risk?

March 21, 2022

“The main reason for rebalancing a retirement portfolio should be risk management. Other rationales for rebalancing ...

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What Happens To Bonds and Annuities If Interest Rates Rise

February 23, 2022

What Happens To Bonds and Annuities If Interest Rates Rise Interest rate changes may hurt the ...

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Estate Executor: Duties and Obligations

March 21, 2022

An executor is a person responsible for managing the administration of a deceased individual's estate.Obligations can ...

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Einstein Quantum Compounding

February 22, 2022

Use the 4% withdrawal rule, add the inflation factor and guess what? They still cannot compete. ...

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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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Should You Have Debt In Retirement?

March 21, 2022

Should You Have Debt In Retirement?"In a perfect world, you would enter retirement with your home ...

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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 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 It Had To Come We Knew It All Along

March 23, 2022

Transparency: It Had To Come We Knew It All AlongDisclosure Disclosure DisclosureOur grandson, Andrew, is a ...

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What Is The Color Of Your Money — Red or Green?

March 23, 2022

Retirement planning can be overwhelming as financial professionals have different opinions and methods of investing. An ...

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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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A Comprehensive Guide To Annuities and Annuity Investing

March 21, 2022

A Comprehensive Guide To Annuities And Annuity InvestingWhat Are Annuities?In its simplest definition, an annuity is ...

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What is tax-loss harvesting and will it work for you?

March 21, 2022

“For many investors, tax-loss harvesting is one of the most useful tools for reducing capital gains ...

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Protecting the Family Inheritance: Beneficiary-Controlled Trusts

March 21, 2022

In a perfect world:Your will would be drawn up, your assets distributed in a timely, no-hassle ...

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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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Promises Made Promises Kept Cross Our Heart

March 21, 2022

Make promises, keep promises Promises.We make promises many times in our lives to spouses, kids, friends, and ...

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Insider Guide To Variable Annuities

March 21, 2022

It has always been fascinating to me why this segment of the securities business has been ...

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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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