Allen Masri
Federal Benefit Consultants
Articles
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 ...
Invisible Fees in Mutual Funds
March 21, 2022
Transparency in the financial world has traditionally been lacking.As information sources have increased, along with it ...
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 ...
Einstein Quantum Compounding
February 22, 2022
Use the 4% withdrawal rule, add the inflation factor and guess what? They still cannot compete. ...
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, ...
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 ...
Annuity Riders
February 9, 2022
Annuity riders can help maximize the benefits annuities provide. Many people are familiar with the concept of riders and ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
Social Security Will Run Out of Money
March 23, 2022
I know that is a broad and concerning statement intended to cause the reader to investigate ...
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 ...
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 ...
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 ...
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 ...
Six Common Designations Used By Advisors And Agents
March 23, 2022
Six Common Designations Used By Advisors And AgentsChoosing a member of your financial team is a ...
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 ...
Should You Downsize When You Retire?
March 23, 2022
If you plan to sell your current home and move to a smaller one after retirement, ...
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 ...
To Bonds Or Not To Bonds That Is The Question
March 23, 2022
Have bonds earned a place in your portfolio?Beginning in 2020, the Federal Reserve cut interest rates ...
Charitable Gift Annuities
March 23, 2022
A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...
What is Probate? How does it work?
March 23, 2022
What is probate? How does it work?Simply put, probate is the re-titling (change of ownership) of ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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