Allen Masri
Federal Benefit Consultants
Articles
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 ...
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 ...
If You Go Phishing, Make Sure You Are Not The Bait
March 23, 2022
The IRS published its top scams to help the US Taxpayer avoid being taken advantage of ...
One Of The Best Financial Products Of Which Few People Have Heard
March 23, 2022
As more and more seniors look for ways to lower their taxes in retirement, QLACs are ...
Understand Your Social Security Survivorship Benefits
March 21, 2022
Understand Your Social Security Survivorship BenefitsWhile painful for most of us to contemplate, death is nonetheless ...
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 ...
Considering asset Splits to Maximize Your IRA for Maximum Opportunity
February 27, 2022
Split your IRA using annuities and keep accumulating How can a sixty-five-year-old person with $500,000 in an IRA earn ...
Why Interest Rates Are Low And Will Stay That Way - Well at least for a while.
March 23, 2022
Why Interest Rates Are Low And Will Stay That Way Well, at least for a while.The ...
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 ...
The Baby Boomers Are Overpowering the Health Care System
March 23, 2022
The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of ...
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 ...
401k Asset Allocation Strategies
March 21, 2022
Asset allocations and smart diversification might be a good choice Asset allocation and portfolio diversifications are words often ...
Why Your Spend Down Retirement Phase Requires Planning
March 23, 2022
Many investors, especially those within ten years of retirement, look for guidance as they near the ...
Insider Guide To Variable Annuities
March 21, 2022
It has always been fascinating to me why this segment of the securities business has been ...
Sequence Of Returns Risk
March 23, 2022
The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...
Concerned About Trusting An Insurance Company With Your Important Retirement Funds?
March 23, 2022
Concerned About Trusting An Insurance Company With Your Important Retirement Funds?How safe is your annuity? How safe ...
Does Your Advisor Have A Contingency Plan? If Not, Your Wealth May Be At Risk!
March 1, 2022
"You spent a long time locating the perfect financial advisor. But, are you prepared for the ...
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 ...
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 ...
US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?
March 23, 2022
US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?Buying a US Treasury EE Bond can ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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