Articles By Lyle Boss

Lyle Boss, a well-known asset protection educator, has helped thousands of seniors navigate their financial retirement options.  With individuals retiring earlier and living longer, retirement income is a significant area of concern for maturing Americans.  His clients include government employees, teachers, physicians, farmers, and business executives, to name a few.  Not one of his clients has lost money in a market downturn.
May 4, 2024

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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. . .

May 4, 2024

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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,. . .

May 4, 2024

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“Money, like emotions, is something you must control to keep your life on the right track.” – Lyle Boss & Dave Anderson This is a great example of what happens. . .

May 4, 2024

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“It’s not “if,” but when…” According to the National Bureau of Economic Research, as of July 1, 2019, the U.S. is officially in its longest expansion ever. For over 120. . .

May 4, 2024

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Zero-coupon bonds pay no interest; you buy at less than face value. Zero-coupon bonds are bonds that do not pay interest during the life of the bonds. Zero-Coupon bonds are. . .

May 4, 2024

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Avoiding probate can be tricky, but you might be able to do it successfully following these three straightforward ways. If you own stock certificates or have a brokerage account, the. . .

May 4, 2024

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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. . .

May 6, 2024

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“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. . .

May 4, 2024

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“Plan as if you are going to live forever and live as if you were going to die tomorrow” Though not an original quote, Infinite Banking Concept ® founder R.. . .

May 6, 2024

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Most people who choose to prepare advance directives do so to remove any doubt of their wishes in the event of a situation where they may be deemed unable to. . .

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