Allen Masri

Federal Benefit Consultants

Articles

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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Do You Know And Understand Your Risk Tolerance

March 23, 2022

Risk is the exposure to loss.The first thing to consider is What is Risk?Risk is the ...

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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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Are US Treasuries A Smart Bet For You?

March 23, 2022

Are US Treasuries A Smart Bet For You?US Treasuries are the safest possible place to invest ...

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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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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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Baby Boomers And Mortgage Debt

March 23, 2022

Baby Boomers And Mortgage DebtI remember when our church in Emmett, Idaho finally retired the mortgage.Our parish ...

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Can A Life Settlement Benefit You

March 21, 2022

What's a life settlement, and could you benefit from having one?"Older Americans don't know there may ...

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INcome Versus IFcome

October 1, 2022

INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...

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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 ...

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Tax Loss Harvesting

March 21, 2022

What is tax-loss harvesting and will it work for you?“For many investors, tax-loss harvesting is one ...

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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 ...

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Legacy Arbitrage

February 24, 2022

Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...

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Give your children the gift of a lifetime, money management

March 21, 2022

Four Things Every Parent Should Teach Their Kids About Money“Want to give your grandkids a lifetime ...

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The Zoo: Understanding Bulls, Bears, and the Deer

March 23, 2022

The Zoo: Understanding Bulls, Bears, and the DeerAnimals can help us understand how the market dictates ...

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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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Variable Annuities | Tips to fully understanding variable annuities

March 23, 2022

Variable Annuities | Tips to fully understanding variable annuitiesBeware of the fees, expenses, and lack of ...

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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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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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Should you put an annuity inside your IRA? The answer is a definite MAYBE.

February 22, 2022

An ongoing dispute among financial advisors concerns the question of whether it is ever a good ...

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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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