Long term care is costly. Be proactive, include a life insurance agent and estate planner/lawyer in your retirement planning. Text 408-854-1883 for tax free, avoid probates Index Universal Life Insurance, to grow your savings for lifetime retirement savings and for lifetime retirement income, with no negative returns like 401k, Athene Fixed Index Annuity can avoidContinue reading “Asset protection from MediCal recovery”
Tag Archives: Asset
Asset Protection Iron Triangle by Charles Lamm
Asset protection is not just for the wealthy any longer. When a middle class home can easily run a half million dollars in Florida or another state, and over a million in California or other state, anyone can become a target of lawsuits, divorce courts, and the IRS. You have to dig a well beforeContinue reading “Asset Protection Iron Triangle by Charles Lamm”
How much of your savings, investments, retirements and other funds are tax free?
The best time to pay taxes is today and not in the future when our investments or savings are bigger, which translates to bigger taxes. So your 401k savings is really not totally your own, half of it goes to IRS. Let me show you a cash flow analysis looking at your income taxes, deferredContinue reading “How much of your savings, investments, retirements and other funds are tax free?”
How Roth IRA Distributions are taxed
If you have 401K, stocks, mutual funds, Roth IRA, IRA, annuities or other kinds of assets, you need asset protection using your life insurance. Use this life insurance application to complete when you decide after discussing with me about your asset protection plan with illustration detailing cash accumulation, face amount and tax strategies. Connie DelloContinue reading “How Roth IRA Distributions are taxed”
From spender at 20 yrs old to senior citizen at 66 yrs old
Life teaches us a lesson. Before we lose everything, create a budget and save. It is not late whether you are in the spender group or senior group, let me help you avoid RMD, and being broke or losing money in stocks or other high risk investments. Call for appointment. Connie Dello Buono, retirement plannerContinue reading “From spender at 20 yrs old to senior citizen at 66 yrs old”
Do you need a financial planner?
Good leaders know when to delegate, and when to seek expert opinions. So as the leader of your personal finances, you shouldn’t be afraid to consult a financial planner–when appropriate. Here are ten scenarios to help you determine when it makes sense to hire a professional to provide investment and financial advice. Planners typically chargeContinue reading “Do you need a financial planner?”
What happens when somebody dies?
<div style=”margin-bottom:5px”> <strong> <a href=”https://www.slideshare.net/clubalthea/what-happens-when-somebody-dies-estate-taxes-revocable-living-trust-california” title=”What happens when somebody dies, estate , taxes, revocable living trust california” target=”_blank”>What happens when somebody dies, estate , taxes, revocable living trust california</a> </strong> from <strong><a href=”http://www.slideshare.net/clubalthea” target=”_blank”>connie dello buono</a></strong> </div> ———– Now hiring part time or full time financial pros 408-854-1883 motherhealth@gmail.com http://www.pfaonline.com Join now, enter PFA IDContinue reading “What happens when somebody dies?”