Impacts of Proposed Tax Changes: How the 2022 Tax Plan Could Affect Your Retirement Plan
Introduction Today, the challenge for seniors preparing for retirement does not stop with securing enough funds for a joyful and…
Established in 1935 to provide a federal safety net for elderly Americans, the disabled, children, and survivors of a deceased spouse/parent. Social Security benefits havehas become the primary source of income to many elderly Americans and will provide $1.2 trillion in benefits to 70 million people in 2021. For about half of seniors in the United States, Social Security benefits provideprovides at least 50% of their income and provideprovides at least 90% of income for about a quarter of all seniors. As of 2021, the maximum monthly retirement benefit a person can receive from Social Security is $3,895.
Introduction Today, the challenge for seniors preparing for retirement does not stop with securing enough funds for a joyful and…
For those looking to monetize their assets and supplement their income in retirement, life settlements an provide attractive tax benefits…
Introduction If you are looking for a way to finance a fulfilling retirement in the home you love, a reverse…
Introduction The decision to sell your life insurance policy in a process called a life settlement is often the product…
Introduction Annuities are one of the few investment solutions that ensure you won’t outlive your money, and are a great…
Retirement Genius tips, tricks, and more are delivered right to your inbox. Sign up today and learn to Retire Like a Genius.