Allen Masri

Federal Benefit Consultants

Articles

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 ...

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Why Both Spouses Must Be Involved When It Comes To Retirement Planning

March 23, 2022

Why Both Spouses Must Be Involved When It Comes To Retirement Planning "But my spouse is ...

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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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What Happens to your social security when you die?

March 21, 2022

What Happens To Your Social Security When You Die? What happens to your Social Security when ...

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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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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 ...

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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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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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Savings Bonds and Tax Deferral

February 23, 2022

Savings Bonds and Tax Deferral Savings Bonds and tax liability, make sure you understand the details. The ...

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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 ...

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Look Out For The Falling Stock Market

March 25, 2022

Remember, years ago when dad went to work at the company, he received a livable wage, ...

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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, ...

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Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning

March 21, 2022

Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...

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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 ...

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The Baby Boomers Are Overpowering the Health Care System

March 23, 2022

The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of ...

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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 ...

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What Happens To Bonds and Annuities If Interest Rates Rise

February 23, 2022

What Happens To Bonds and Annuities If Interest Rates Rise Interest rate changes may hurt the ...

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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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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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Corporate Bonds, How Safe are They and What Happens if a Company Defaults.

March 21, 2022

Bonds are backed by the financial strength of the bond issuer.If the bond issuer is not ...

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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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