Allen Masri

Federal Benefit Consultants

Articles

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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Making Retirement Savings Last

March 23, 2022

What is the number one worry for retirees?Not having enough money saved to last them in ...

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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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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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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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Social Security Retirement Benefits: Know Your Options

February 17, 2022

You need to understand your benefits and optionsBenefits requirements:To qualify for Social Security benefits when you ...

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Estate Executor: Duties and Obligations

March 21, 2022

An executor is a person responsible for managing the administration of a deceased individual's estate.Obligations can ...

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Tax Scams: IRS Dirty Dozen

March 21, 2022

Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...

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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 ...

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Retirement Planning With Overlooked Expenses

February 17, 2022

When Planning, Don’t Forget These Often Overlooked Retirement Expenses“There is a massive disconnect between how much ...

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Is Your Retirement Income A Guess Or A Guarantee

October 1, 2022

When planning retirement, do you depend on projections based on future conditions, or do you plan ...

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The Tax Deferred Annuity

March 21, 2022

A tax-deferred annuity helps manage tax liability. A tax-deferred annuity is a plan in which income tax ...

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Protecting the Family Inheritance: Beneficiary-Controlled Trusts

March 21, 2022

In a perfect world:Your will would be drawn up, your assets distributed in a timely, no-hassle ...

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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 ...

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The Good News: The Longer You Live, The Longer You Live

March 21, 2022

The Longer You Live, The Longer You Live“I have felt for a long time a sense ...

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Elder Abuse and Tax Scam Issues

March 23, 2022

Don't be scammed by crooks when it comes to taxes.Regardless of what happens with the DOL ...

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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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Annuities and Asset Protection

March 21, 2022

Annuities And Asset ProtectionAnnuities and Asset Protection: What you need to know!Joe Richmond (not his real ...

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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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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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