About Lyle Boss

Lyle has actively taught advanced estate planning and asset preservation for more than twenty years in such places as the University of Utah and in over 200 Senior Retirement Consumer Education Workshops throughout Utah, Idaho and Wyoming. Websites: lyleboss.retirevillage.com | safemoneylyleboss.com

Office: (801) 475-9400 | Boss Financial & Insurance Services, LLC

Should You Invest In Gold Consider These Pros and Cons

For centuries gold has been an asset that many have used as their basis for wealth. Ownership of gold also means you own a direct relationship to volatility. No other asset in the past hundred years has reflected volatility more than gold. If you are concerned at all about volatility, especially with your important retirement funds that must remain [...]

By |2020-04-16T00:20:48+00:00January 9th, 2020|Investing|

7 Things You Must Know About Claiming Social Security

Social Security is a great program, but knowing when and how to claim your benefits can determine how much you collect. Here are seven potential problems you need to consider so you can maximize your Social Security income. 1: Remarrying Before Age 60 If your spouse dies, you will be entitled, in most situations, to [...]

By |2020-04-13T17:57:44+00:00October 16th, 2019|Retirement Planning|

Should You Be Concerned About Required Minimum Distributions

If your Required Minimum Distribution is not managed properly you may be exposed to additional tax liability   Determined by the fair market value of qualified retirement accounts, a Required Minimum Distribution (RMD) is the minimum withdrawal amount account owners must take when they reach age 70½. Types of accounts affected by the Internal Revenue [...]

By |2020-04-16T00:19:52+00:00August 19th, 2019|Retirement Planning|

Has Conventional Money Wisdom Handcuffed You?

“The problem is too often; we simply accept conventional wisdom, which prevents us from considering other alternatives.” Roger Ibbotson, PhD It’s very telling that years after Roger Ibbotson developed the foundations of what we now consider to be “conventional money wisdom,” he has re-evaluated his position. Ibbotson, a respected economist, and former university professor, created [...]

By |2020-04-14T19:21:53+00:00April 22nd, 2019|Annuities|

Compare Variable Annuities With Fixed Indexed Annuities

Variable annuities have fees, expenses and charges subtracted from the annuity account value   The category, an annuity is a very broad term that covers two different types of actual products.  One is a security, the other is an insurance product.  There are numerous differences, this article will explain the details. There are two completely [...]

By |2020-04-13T19:41:20+00:00February 4th, 2019|Annuities|

Four Common Mistakes In Retirement Planning

When Planning for Retirement Four Common Mistakes Nearly Everyone Makes   You may have been told by a well-meaning parent, friend, or financial advisor that you should “Save at least 10% of your money for retirement.” This rule of thumb gives those of us with no idea where to begin planning some initial guidance, but [...]

By |2020-04-14T19:02:32+00:00February 4th, 2019|Retirement Planning|