Feb 25
 

 

US Department of Labor Deputy Assistant Secretary Michael L Davis discusses the new 401k fee disclosure rules while David C John, Senior Research Fellow at the Heritage Foundation looks on.
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Feb 22
 

 

brokersalliance.com On Friday’s Show Steve and Ken go through the downside issues of social security benefits and the options of term and permanent life insurance that may mitigate the exposure. The three show giveaways: The AXA 1040 Transparency Overlay, The Provisional Income Test and The Social Security Manual. You can order any of those at thebiz@brokersalliance.com In 1980 a new tax law was put into place that taxed up to 50% of a person’s Social Security income in retirement. In later years another threshold was put into place to tax higher amounts of income at up to 85%. So, even though these Social Security income strategies could increase your income they may be partially taken back by the government in the form of taxes. The original intent of the law was to tax the rich. The thresholds that must be reached were made high enough to achieve that goal at the time. However, inflation has watered down those thresholds to the point that most middle class people may now be affected by those rules. Steve Savant is a national insurance columnist, financial color commentator and host of the daily Internet talk show, The Business Insurance Zone. Insurance columnist and financial color commentator Steve Savant interviews special guest Ken Davis, CLU, ChFC, CFP, CPA.
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Jan 29
 

 

Elaine Sarsynski’s personal and professional mission is to help to address the retirement crisis in America by helping to allow Americans to retire on their own terms, with dignity. Her family is rich with stories of reaching for the American dream and the retirements that come with making the right choices. Elaine shares her family’s stories, and within them, you see both how the American retirement system has changed over the last century and what the future holds. www.ted.com TEDxSpringfieldWomen hosted Dec. 1st, 2012, in conjunction with the TEDxWomen 2012, focused on “From Questions to Knowledge”. Sponsored by Massachusetts Mutual Life Insurance Company, this event explored the space between unplanned beginnings and planned futures. Our own women speakers shared their passion for helping combat veterans, educating adult women, healthcare’s moment, planning for retirement, letting your kids play, and finding your passion in a nonprofit. TEDxWomen is a TEDx event organized by the Paley Center for Media that focuses on women and women’s issues. TEDxWomen type events are TEDx events hosted around the live webcast of TEDxWomen, and also feature local speakers. Our event was called TEDxSpringfieldWomen and was one of many TEDx events happening around the globe between November 30th and December 1st that expanded on the ideas brought up at TEDxWomen. In thespirit of ideas worth spreading, TEDx is a program of local, self-organized events that bring people together to share
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Oct 04
 

 

learn more at www.thesafeplan.com
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