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…
Life Insurance | Retirement | Risk | Taxes
The Benefits of Employer Paid Life Insurance: Everything You Need to Know
I have Life Insurance at work, BUT… Factors to Consider When choosing the right employer-paid life insurance policy, there are several important factors to consider. These factors will help ensure that you select a policy…
Calculating Your Ideal Life Insurance Coverage | Financial Security Explained
How much life insurance coverage do I really need? As far as how much insurance you need again, that’s a personal issue. But it, you know, at the end of the day, it’s also gonna…
Assets | Estate Planning | Life Insurance | Portfolio | Retirement | Tax Sensitive Investing | Withdrawals
Crafting a Comprehensive Estate Plan with Life Insurance and Retirement Assets
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,…
401(k) | Annuities | Assets | Estate Planning | Expenses | Income | IRA | Life Insurance | Portfolio | Social Security | Tax Sensitive Investing | Withdrawals
Stocks vs. Bonds vs. Annuities: Which Option Offers Greater Safety?
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,…
401(k) | Annuities | Assets | IRA | Life Insurance | Pensions | Roth | Roth Conversions | Withdrawal
Annuity Surrender Charges
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…
401(k) | Annuities | IRA | RMD | Roth | Roth Conversions | Tax Sensitive Investing | Withdrawal
Exploring Roth IRA Conversion Benefits – Enhancing Your Retirement Strategy with Tax-Free Growth
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…
Maximize Your Mortgage Protection: Unveiling the Tax Benefits
Maximize Your Mortgage Protection: Unveiling the Tax Benefits Understanding Mortgage Interest Tax Benefits Owning a home comes with numerous financial advantages, and one of the most significant benefits is the ability to deduct mortgage interest…
Effective Strategies to Minimize Taxes on a 401k Rollover
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…