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

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 |2021-06-30T00:19:37+00:00August 16th, 2021|Retirement Planning|

Should An Annuity Be A Part of Your Retirement Portfolio?

10,000 a day join the ranks of retirees Since 2014 the number of Americans retiring has increased to 4 million annually, more than 10,000 a day. From 2014 to 2034, about 80 million seniors are expected to retire, which will strain Social Security and Medicare systems with the potential to lead to increased reductions in [...]

By |2021-08-02T17:50:48+00:00August 1st, 2021|Annuities|

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|

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 |2021-06-29T22:45:28+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|