Taxes Archives -

An effective tax strategy to minimize the taxes you pay is a critical component to anyone’s overall financial plan.

What Women Business Owners Can’t Ignore When Planning For Retirement
Annuities, Estate Planning, Financial Planning, General Business, Insurance, Investing, Real Estate, Retirement Planning, Small Business, Taxes

What Women Business Owners Can’t Ignore When Planning For Retirement

If you are a woman business owner and don't feel confident in your ability to retire comfortably, you are not alone. A comprehensive survey of women business owners by Transamerica in 2016 revealed that nearly 46% of the respondents said they were concerned that they would not be able to retire comfortably. Perhaps even more [...]

By Angelica Politarhos|2020-09-18T20:16:30+00:00September 18th, 2020|Annuities, Estate Planning, Financial Planning, General Business, Insurance, Investing, Real Estate, Retirement Planning, Small Business, Taxes|

What Are Buffer Annuities And How Do They Work
Annuities, Annuities 101, Estate Planning, Insurance, Investing, Retirement Planning, Social Security, Taxes

What Are Buffer Annuities And How Do They Work

Sparked by the current pandemic, sales of a relatively new type of annuity have seen a 38% increase over the last year, according to estimates by the Secure Retirement Institute. These latest iterations of annuity products, known as “buffer” annuities,” trace their origins back to 2010. That year, a handful of annuity companies created a [...]

By Robert Cannon|2020-09-01T22:53:19+00:00September 1st, 2020|Annuities, Annuities 101, Estate Planning, Insurance, Investing, Retirement Planning, Social Security, Taxes|

The Real Truth About Fixed Index Annuities In A Bear Market
Annuities, Annuities 101, Estate Planning, Financial Planning, Insurance, Retirement Planning, Taxes

The Real Truth About Fixed Index Annuities In A Bear Market

I think we can all agree that the stock market has been extremely volatile since the COVID-19 pandemic. But what has the market done and what was the average return from the beginning of the stock market. Well, let us investigate the truth, believe it will be a real eye-opener. We have had a bear [...]

By Len Strickler|2020-08-24T21:45:03+00:00August 10th, 2020|Annuities, Annuities 101, Estate Planning, Financial Planning, Insurance, Retirement Planning, Taxes|

A Compelling Story: Fixed Index Annuities
Annuities, Estate Planning, Insurance, Retirement Planning, Taxes

A Compelling Story: Fixed Index Annuities

How would you like to play poker where the casino told you they would guarantee you that you will make money on every winning hand and, you would break even on every losing hand. You would line up for that table, wouldn’t you? That is precisely what we offer with Fixed Index Annuities. Tax deferral [...]

By Art Athanas|2020-07-21T19:03:48+00:00July 21st, 2020|Annuities, Estate Planning, Insurance, Retirement Planning, Taxes|

Living Longer Sounds Nice But Can You Truly Afford It
Annuities, Estate Planning, Insurance, Investing, Real Estate, Retirement Planning, Social Security, Taxes

Living Longer Sounds Nice But Can You Truly Afford It

"Many people who carefully plan for their income needs in retirement do so based upon a fixed retirement horizon of average life expectancy and thus might give short shrift to the significant probability of living longer." - American Association of Actuaries Blues legend Albert King once observed, "Everybody wants to go to heaven, but nobody [...]

By Harry Abrahamsen|2020-05-19T20:48:50+00:00May 19th, 2020|Annuities, Estate Planning, Insurance, Investing, Real Estate, Retirement Planning, Social Security, Taxes|

In Troubled Times Focus On The Good
401(k) Rollovers, Annuities, Financial Planning, Insurance, Investing, Taxes

In Troubled Times Focus On The Good

As we enter new and dangerous waters, there are many new questions and concerns we’ll need to re-visit. Not only is our health at-risk daily, but so is our livelihood. Retirement, whether you’re already there or are approaching it, may face drastic, never-before-seen adjustments. Our personal goals and values may need adjustment too. And, perhaps, [...]

By Jay Winestein|2020-04-21T20:35:36+00:00April 15th, 2020|401(k) Rollovers, Annuities, Financial Planning, Insurance, Investing, Taxes|

Does Your 401K Or IRA Need To Be Rescued
Taxes

Does Your 401K Or IRA Need To Be Rescued

Because of the accumulation benefits of tax deferral, many individuals have successfully created substantial IRA or 401K accounts or other qualified plans. It is not uncommon for these accounts to have amassed seven figures of total dollars. It is also usually the case that little attention has been focused on what will happen to [...]

By David Albin|2020-04-14T18:18:20+00:00October 7th, 2019|Taxes|

The Best Time for Tax Planning
Taxes

The Best Time for Tax Planning

Tax planning involves far more than scrambling in April to defer income and boost deductions. If you want to minimize what you pay in capital gains tax, reduce your year-end tax bill, and give less of your estate to Uncle Sam, you should be aware of the short- and long-term tax consequences of all your financial moves.

By Bill Broich|2020-04-15T23:41:57+00:00June 1st, 2019|Taxes|

Advantages of the 1035 Exchange IRS Code
Taxes

Advantages of the 1035 Exchange IRS Code

A 1035 Exchange is the exchange of one insurance policy for a newer policy with no tax consequences. It offers an investor the opportunity to exchange an old, outdated insurance contract for a newer contract that offers beneficial features the investor now wishes to include. For example, a policy owner might choose a contract with lower costs, a higher death benefit, the drawing of monthly installments or different investment options.

By Bill Broich|2020-04-13T18:10:10+00:00March 13th, 2019|Taxes|

Elder Abuse And Tax Scam Issues
Annuities, Taxes

Elder Abuse And Tax Scam Issues

Dont be scammed by crooks when it comes to taxes Regardless of what happens with the DOL ruling and other regulatory issues, one thing will become more and more relevant in our business. Congress, the individual states and local agencies will turn a hard focus on elder abuse. Elder abuse is increasing, at least the [...]

By Bill Broich|2020-04-14T18:24:16+00:00December 17th, 2018|Annuities, Taxes|

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