Allen Masri
Federal Benefit Consultants
Articles
The New Corporate Business Plan: Outsource Pension Liability And Improve Profits
March 23, 2022
The New Corporate Business Plan: Outsource Pension Liability And Improve ProfitsI can remember the first company ...
Bond Funds or Individual Bonds: Which Is Best for You?
March 21, 2022
There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason ...
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 ...
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 ...
INcome Versus IFcome
October 1, 2022
INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...
The Best Time for Tax Planning
March 21, 2022
Following some of these tax-savvy strategies can help you save moneyTax planning involves far more than ...
When Harry and Sally Met Their 401(k)
March 23, 2022
Harry and Sally White are regular people.Harry and Sally work for the same company; actually, that ...
Wall Street’s Latest Attempt To Create An Annuity: Bond Tents
March 23, 2022
Wall Street’s Latest Attempt To Create An Annuity: Bond TentsBeware of bond tents that are disguised ...
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 ...
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 ...
It’s Time to Review Your Life Insurance
March 23, 2022
Why You Should Review Your Insurance Regularly"Life events can have a massive impact on your financial ...
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 ...
Tax Scams: IRS Dirty Dozen
March 21, 2022
Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...
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 ...
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 ...
Is too much derisking of your retirement fund a good idea?
March 21, 2022
Is too much "de-risking" a good idea? "If you are thinking about rolling your 401k into an ...
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 ...
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 ...
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 ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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