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Retirement savings plan

Retirement savings plan Hi, Hope all is well with your family and circle. Do you have time for 15-min zoom chat about your retirement plan that is safe, avoids probate, fees are less, taxes are less and guarantees a lifetime retirement income? Is each dollar in your investment account equal to a life insurance amount?Continue reading “Retirement savings plan”

Why Athene Fixed Index Annuity for lifetime pension

If you wish to allocate a portion of your savings or retirement/pension in a safe Fixed Index Annuity with no negative market participation, text Connie Dello Buono, 0G60621, at 408-8541883 to show you Athene’s annuity products that suits your retirement savings goal of tax less, fees less, avoid probate, safe with no participation in marketContinue reading “Why Athene Fixed Index Annuity for lifetime pension”

Estate planning before death

Estate Planning: 11 Things to Do Before You Die | LegalZoom https://www.legalzoom.com/articles/estate-planning-11-things-to-do-before-you-die A living trust can be a great way for you to make sure your wishes are followed after your death, as well as providing for fast distribution of your assets to beneficiaries, avoiding estate taxes and keeping yourfinancial affairs private. Estate Planning: 16 Things To Do BeforeContinue reading “Estate planning before death”

Estate Planning and Medicaid

Preserving Assets and Transferring Assets to the Next Generation https://www.longtermcarelink.net/article-2014-2-17.htm Feb 17, 2014 – Many aging seniors will actually forego medical care or long term care or maintenance on their property to leave more money to their children. … should use caution as they considered usingasset preservation and tax planning strategies to qualify for government benefits or to avoid paying high taxes. MedicaidContinue reading “Estate Planning and Medicaid”

Estate plan and the new tax law

Estate plan and the new tax law An estate plan is like a car or a house: It needs regular maintenance to function as intended. Yet unlike your car or home, external events can create the need for adjustments. Among such events is legislation like the tax bill Congress passed in late December. So thisContinue reading “Estate plan and the new tax law”

2010 Tax Statistics in the USA

More women between the ages of  55 under 60 yrs of age worked in 2010 compared to the number of men in the same age group. In both men and women, the top earning age group is between the ages of 46 under 55 yrs of age. Disparity in income between men and women isContinue reading “2010 Tax Statistics in the USA”

Indexed Annuity contributions are part of the distribution process in retirement

Index Annuities Gains In 2008, the SP500 lost about 40% of its value.  Investors in indexed annuities did not lose a cent which took nearly 4 years for the SP500 to get back to 2007 levels. For individuals who were retiring in 2008, or had tax qualified accounts in an Indexed annuity and passed away, thatContinue reading “Indexed Annuity contributions are part of the distribution process in retirement”

Financial structure and strategy for doctors and business owners only

Contact Connie Dello Buono 408-854-1883 motherhealth@gmail.com if you are a doctor or business owner and wanted to save at least 20% in income taxes, protect your assets and cash flow and ensure your lifetime retirement savings are earning with guaranteed return, tax advantages and less risks. We work with your CPA, real estate advisors andContinue reading “Financial structure and strategy for doctors and business owners only”

How to avoid capital gains tax

First, you can use a tax-protected retirement account to avoid paying capital gains taxes on the proceeds from your stock sales. As long as you keep the proceeds in the account and resist the urge to make premature withdrawals, you can grow your retirement savings on a tax-free basis for an indefinite period of time. 

However, your retirement account may be subject to certain contribution limits. If you’re under the age of 50, you can contribute just $5,000 per year into your tax-protected IRA account. If you’re over the age of 50, you may be able to contribute as much as $6,000 into your account. Before you make any contributions, be sure to check with a licensed tax professional.

1035 Exchange for CPA, Estate Planning for Business Owners and Living Benefits for all

Save, invest and then spend with collaboration from your CPA, tax preparer, estate planner, life insurance agents, financial planners and other professionals. Learn from them and then start an electronic fund transfer each month so that you have paid yourself first before you spend.  Call Connie before the end of the year to properly allocate yourContinue reading “1035 Exchange for CPA, Estate Planning for Business Owners and Living Benefits for all”

Five reasons people buy Fixed Annuities by Chris Conklin

A few weeks ago, I went into a branch of a small, locally owned savings bank near my home and happened to see one of their customers filling out the paperwork for a money market account yielding 2.25 percent. I thought this was curious, since it’s easy to find an FDIC-insured money market or savingsContinue reading “Five reasons people buy Fixed Annuities by Chris Conklin”

Yearly Financial Planning Review

Email me to help you review your financial picture and goals. motherhealt@gmail.com Connie Dello Buono CA Life and Health Lic 0G60621 408-854-1883 When you don’t plan your financial future, you cannot control it. Be accountable for all your assets and liabilities so you will always be prepared for any health threats and financial threats. RememberContinue reading “Yearly Financial Planning Review”

Networking 101 plus Tax-Free Financial and Estate planning

Learn from everycircle.com on how to conduct business networking mixers. See you all in Hercules every Friday at 6pm for refreshments, free business mixer and free seminar for 1.5hours. And every Saturday at 9am in Fremont. Contact Connie Dello Buono 408-854-1883 motherhealth@gmail.com to sponsor, participate, get your business name included in the list of sponsorsContinue reading “Networking 101 plus Tax-Free Financial and Estate planning”