Allen Masri
Federal Benefit Consultants
Articles
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 ...
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 ...
Your Broker Wants You To Know All Quiet On The Western Front
March 21, 2022
If you haven’t read the colossal epic book about WWI, All Quiet on the Western Front, ...
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 ...
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 ...
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 ...
Is It time For Your Company’s 401(k) Plan’s Annual Checkup?
March 21, 2022
Every night on the nightly news, it seems there is bad news about retirement plans, especially ...
Is Investing In Bond Mutual Funds A Good Idea? Let’s Look at The Disadvantages
March 21, 2022
Look before you leap when it comes to bond mutual funds.Bond funds are similar to stock ...
What Are Annuities?
March 21, 2022
What Are Annuities?In its simplest definition, an annuity is a written contract between the annuity owner ...
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 ...
When Considering a Variable Annuities Use Caution
February 19, 2022
Beware of the fees, expenses, and lack of guarantees when considering a variable annuity. A variable annuity ...
Women Focused Financial Planning
March 21, 2022
Women-Focused Financial PlanningMany women, especially those in their 60s and 70s, grew up with the idea that ...
The Dow Jones Industrial Average Will Hit 30,000
March 23, 2022
I remember well that statement being made at a financial convention years ago, the speaker followed ...
The Curtain Is Drawn Back On Bond Sales
March 23, 2022
The Curtain Is Drawn Back On Bond SalesIf you get the chance to see the movie “The ...
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, ...
Outsource Your Concentrated Risk To A Risk Bearer
March 23, 2022
Outsource Your Concentrated Risk To A Risk Bearer Coffee futures have dropped 18.35% in value; if you ...
Tax Scams: IRS Dirty Dozen
March 21, 2022
Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
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 ...
Even “temporary” inflation can drain off large amounts of your wealth
March 23, 2022
Even “temporary” inflation can drain off large amounts of your wealth “Warren Buffet once pointed out that ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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