10 Benefits of Permanent Life Insurance
Permanent life insurance is one of the only financial instruments that creates multiple user benefits with a single monetary action.
The Basics of Self Directed IRA Account Investing
Want to put commercial real estate, physical precious metals, tax liens, and other more exotic investments directly into your IRA? Learn how with this unique type of IRA.
Bank Offers Exposure to Foreign Currencies with FDIC-Insured CD
There are no account fees for the MarketSafe Evolving Economies CD.
4 Steps to Begin Retirement Planning
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Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don’t even know where to begin. Here are four suggestions to help you get started.
One “Tax-Free” Strategy The IRS Hopes You Never Discover
So by using the combination of a guaranteed income investment, life insurance, and a trust, we were able to give not just part, but ALL of the inheritance to the family and the charity. And the best part: Not a dime went to Uncle Sam!
Can You Afford to Retire?
On this week’s program, Jerry and Jennifer Robinson discuss six major roadblocks to retirement today along with some tips and advice
Do I Need Life Insurance in Retirement?
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Should you go out and buy life insurance as you near retirement? The answers depend largely on your particular circumstances.
How to Reduce (or Eliminate) the Taxes on your Social Security Income
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To reduce or eliminate the taxes on your social security income, you first need to understand the term “Reportable Income”. This is the total of all your incomes that is required to be reported to the IRS on your tax form.
5 Questions Every Worker Should Ask Before Retirement
Wall Street’s recent turmoil has many investors questioning whether they will have enough to retire the way they’ve always dreamed, or to retire at all, for that matter.
Q&A with Retirement Specialist John Bearss
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The times we are living in have really escalated the need for financial planning. I believe people are less fearful of the future if they have established a financial plan for themselves and their families because being prepared is the best solution to relieving stress and fear.