Allen Masri

Federal Benefit Consultants

Articles

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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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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Glass, Toilet Paper And Cell Phones

March 23, 2022

Glass, Toilet Paper And Cell PhonesWhat do glass, toilet paper, and cell phones all have in ...

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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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Elder Abuse and Tax Scam Issues

March 23, 2022

Don't be scammed by crooks when it comes to taxes.Regardless of what happens with the DOL ...

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Promissory Notes May Not Be Real Promises

March 21, 2022

Promissory Notes May Not Be Real PromisesIf you are considering the purchase of a promissory note, ...

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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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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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Social Security Retirement Benefits: Know Your Options

February 17, 2022

You need to understand your benefits and optionsBenefits requirements:To qualify for Social Security benefits when you ...

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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 ...

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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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10 Solid Reasons To Consider An Annuity For Your Retirement Foundation

March 23, 2022

Need a reason to add an annuity to your retirement portfolio? Here are 10.Annuities aren’t for everyone; you ...

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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 ...

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457 Retirement Plan Option

March 21, 2022

A 457 Plan might be a good choice for your retirement planningWhat Is A 457 Plan?A ...

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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 ...

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The Pros and Cons of Investing In and Owning Gold

March 21, 2022

The Pros and Cons of Investing In and Owning GoldThroughout history, gold has easily been the ...

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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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Get a Paycheck for Life with the Guaranteed Lifetime Income Rider

March 21, 2022

Understanding Income RidersIncome for life is in reach. As I speak to so many callers to my Safe ...

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Beneficial Long Term Capital Gain Tax Rates

March 21, 2022

Did you know the tax law changed on Capital Gains? Do you know how important it ...

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Annuity Riders

February 9, 2022

Annuity riders can help maximize the benefits annuities provide. Many people are familiar with the concept of riders and ...

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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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