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”
Category Archives: Financial Planning 101
1099 is better than W2 for middle class Americans
Many corporations have to find ways to save on taxes. Working Americans can also find ways to save on taxes. Have your own business and/or use 1099 instead of W2. Apple is an example of a smart company. We thank Apple for the many jobs it created. We should encourage more enterpreneurs and job creationContinue reading “1099 is better than W2 for middle class Americans”
USA Rich and poor tax payers, 2010
Middle income and families Middle income and couples contributed more in taxes compared to other income groups. Free education, housing support, child care support, health care access and other family-centered and middle-income centered benefits should be given more to this income group. From these income groups, more than half of the monthly income goes toContinue reading “USA Rich and poor tax payers, 2010”
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”
1 hour delivery at Amazon, 5 min response time with Uber
Amazon Amazon sales increased by 20% in 2015. And now, Amazon delivers within 1 hour in the bay area. Uber Uber driver’s must respond within 5 minutes since passengers can cancel before then. Uber will be the hottest IPO in 2016. And hiring more drivers, reducing unemployment and saving money for others. Be an UberContinue reading “1 hour delivery at Amazon, 5 min response time with Uber”
Where to fit Voya’s Fixed Index Annuity in your diversified asset base
Fixed Index Annuity Now you have an option to accumulate your money outside of the bank CDs. At age 40plus, you want a stronger vehicle with protection of principal and growth up to 5% with no market risks. vs Bank CD Contact Connie Dello Buono for a Fixed index annuity that is favorableContinue reading “Where to fit Voya’s Fixed Index Annuity in your diversified asset base”
How to invest with a goal and a coach
You have a fitness trainer because you need motivation and fast rules to maximize the use of the gym or get in shape with strength training very fast or be fit based on your lifestyle and body. In investing, you have many options and you have to start with a strategy, goal and a coach.Continue reading “How to invest with a goal and a coach”
Income you won’t outlive, safer than bonds,diversify your asset class
A year in review, top Clubalthea posts
March 16, 2015 deadline for business structure execution
Unless otherwise indicated, all deadlines related to TAXES are at 11:59:59 P.M. (one second before midnight) local time. See also IRS Publication 509. March 31, 2014 Health care coverage deadline for most uninsured taxpayers to avoid the Affordable Care Act penalties on their 2014 tax returns. November 15, 2014 Start of 2015 open enrollment at the HealthContinue reading “March 16, 2015 deadline for business structure execution”
About Annuities
Annuities are insurance contracts that guarantee a fixed or variable payment to the annuitant (the investor) at some future time, usually retirement. Annuities come in different varieties with many different options (called riders) so each annuity works in its own particular way, but there are some general concepts to understand. Two Phases of Annuities Generally,Continue reading “About Annuities”
Take advantage of legitimate tax strategies to grow your nest egg as quickly as possible
Do not catch a falling knife but do use tax strategies to grow your wealth which is a more effective strategy than trying increase returns on risky investments. Call Connie Dello Buono to meet our senior financial advisors and wealth managers who have a track record of protecting you especially if the market corrects itselfContinue reading “Take advantage of legitimate tax strategies to grow your nest egg as quickly as possible”
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”
Understand tax implications medical practice buy-ins,buy outs by Steven R. Antico, JD
Structure agreements carefully to maximize benefits when an owner or partner leaves or is brought on board. Your practice can’t avoid the tax implications related to buy-ins and buy-outs of partners if it wants to survive and expand in a competitive environment. When offering a new equity position or buying out a retiring partner, considerationsContinue reading “Understand tax implications medical practice buy-ins,buy outs by Steven R. Antico, JD”