Allen Masri

Federal Benefit Consultants

Articles

FINRA And Its Relentless Attack on Excessive Fees

March 21, 2022

Let’s see…..hmm. The Commissioner of Baseball is also one of the franchise owners.The NFL is a ...

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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 ...

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What Are Annuities?

March 21, 2022

What Are Annuities?In its simplest definition, an annuity is a written contract between the annuity owner ...

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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 ...

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A Comprehensive Guide To Annuities and Annuity Investing

March 21, 2022

A Comprehensive Guide To Annuities And Annuity InvestingWhat Are Annuities?In its simplest definition, an annuity is ...

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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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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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Annuities Dirty Little Secret: Number 1

May 7, 2023

Annuity secrets will tell you the truth about annuities You have probably seen this ad: “Invest in an ...

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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 ...

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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 ...

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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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Charitable Gift Annuities

March 23, 2022

A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...

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The Times They Are A Changin For Annuities

March 23, 2022

The Times They Are A Changin For AnnuitiesI remember the early years in Olympia, Washington, learning ...

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The Thrift Saving Plan (TSP)

March 21, 2022

The government version of a 401(k) makes sense. A Thrift Savings Plan or TSP is a retirement plan for ...

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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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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 ...

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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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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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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 ...

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Running Out of Money Before You Run Out Of Life

March 23, 2022

A recent article in Money Magazine (https://money.com/save-for-retirement/) shined a bad light on Americans planning retirement. Health care expenses, living ...

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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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