Are 401(k) Contributions Tax Deductible?
Off the Cuff… Hello everyone, this is Mike Sheehan. I wanted to talk about 401k’s because the question I get a lot from people when I’m helping them or providing them answers or guidance… “Are…
Investment Planning
Off the Cuff… Hello everyone, this is Mike Sheehan. I wanted to talk about 401k’s because the question I get a lot from people when I’m helping them or providing them answers or guidance… “Are…
The Benefits of Annuities for Building Wealth Factors to Consider Before Investing in Annuities While annuities can be a great tool for wealth accumulation, it is important to carefully consider certain factors before investing in…
What I want to talk about today is how to set up a comprehensive retirement plan using insurance products. I’ve been in this business a long time. I’ve seen it work. I’ve seen it work,…
Stocks vs. Bonds vs. Annuities: Which Option Offers Greater Safety? Evaluating Risk Factors When considering personal goals and making investment choices, it is crucial to evaluate the risk factors associated with each option. Stocks, bonds,…
Exploring the Pros and Cons Understanding Annuity Surrender Charges Annuity surrender charges are fees that are imposed by insurance companies when annuity owners decide to withdraw or surrender their annuity contract before a specified period…
Let’s talk a little bit about Roth conversions. Oh, wait a minute. Before we do, make sure you like, subscribe, and share this information with your friends and your family. I think they’re going to…
Understanding the 401(k) Investment Program: Understanding the 401(k) Investment Program A 401k is a retirement savings plan offered by employers to help employees save for their retirement. It allows individuals to contribute a portion of…
Understanding Mortgage Protection Insurance Policy: Benefits and Coverage Explained Peace of mind for homeowners Mortgage protection insurance provides homeowners with peace of mind by ensuring that their mortgage payments will continue to be made in…
Why Life Insurance is a Smart Investment for Future Financial Security Debunking Common Myths and Misconceptions Life insurance is often a topic surrounded by misconceptions and myths that may discourage individuals from considering it as…
Minimize Taxes on a 401k Rollover with these Strategies Considering a Charitable Donation with Qualified Charitable Distributions (QCDs) One effective strategy to minimize taxes on a 401k rollover is to consider making a charitable donation…