Allen Masri

Federal Benefit Consultants

Articles

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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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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Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning

March 21, 2022

Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...

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Tax Scams: IRS Dirty Dozen

March 21, 2022

Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...

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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 ...

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Should You Be Concerned About Required Minimum Distributions

March 23, 2022

Should You Be Concerned About Required Minimum DistributionsIf your Required Minimum Distribution is not managed properly, you may ...

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How much money do I need in retirement?

March 23, 2022

"One of the thorniest issues facing retirees is how to determine much money they will be ...

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Annuities and Asset Protection

March 21, 2022

Annuities And Asset ProtectionAnnuities and Asset Protection: What you need to know!Joe Richmond (not his real ...

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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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The Times They Are A Changin For Annuities

March 23, 2022

The Times They Are A Changin For AnnuitiesI remember the early years in Olympia, Washington, learning ...

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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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Running Out of Money Before You Run Out Of Life

March 23, 2022

A recent article in Money Magazine (https://money.com/save-for-retirement/) shined a bad light on Americans planning retirement. Health care expenses, living ...

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Why Both Spouses Must Be Involved When It Comes To Retirement Planning

March 23, 2022

Why Both Spouses Must Be Involved When It Comes To Retirement Planning "But my spouse is ...

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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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How to Modernize Life Insurance at Retirement Time

March 21, 2022

I can remember my dad buying a house in 1962 for $9,000.To make sure the mortgage ...

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Credit Score Information Frequently Asked Questions and Answers

March 23, 2022

Credit Score Information Frequently Asked Questions and AnswersMonitor and guard your credit rating.Learn how credit bureaus ...

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Muni Bonds Generate Tax Free Interest - Or Do They?

March 21, 2022

Are Municipal Bonds Really Tax-Free?Municipal securities, also known as "munis," are bonds issued by governmental entities such as ...

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Sequence Of Returns Risk

March 23, 2022

The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...

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Am I A Senior?

March 23, 2022

Am I A Senior?Who are seniors? Does that mean old folks? Does it mean retirees? What is ...

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The Great American Rip-Off

March 21, 2022

The idea of a 401(k) created by Congress was a beautiful idea. What is not attractive ...

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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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