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BLOG, ARTICLES, & RESOURCES
Explore insightful articles, expert analysis, and timely updates on the latest trends and best practices in regards to retirement, social security planning, taxation, and risk management. Discover actionable steps and thought-provoking perspectives from The AFI Group's seasoned professionals and industry experts to help you maximize your family legacy.
Taxes in Retirement
4 Big Benefits of 401(k) Plans
Whether you're aware of them or not, there are some substantial benefits to having a 401(k) plan. Here are four benefits that make these plans worth having.
1. Payroll deduction. At the surface it may not seem ideal, but in reality, you are much more likely to save money when it's automatically withheld from your paycheck, opposed to it being up to you to save it.
2. The match. In 2018, many employers match their employees' 401(k) contributions to some degree. If that's the case for you, try to contribute at least the minimum needed for matching if possible. Otherwise, you're literally leaving free money on the table.
3. Stable value funds. Typically, these funds are only available through special arrangements such as a 401(k), and they pay interest comparable to a bond fund, but without fluctuating in value. This can be very beneficial if you're looking for better returns than cash, but with less volatility than bonds.
4. Access to loans. Did you know you may be able to borrow from your account while still working? This ends up being advantageous since you don't have to worry about paying taxes, and you can put the money back in your account. However, it should be noted that you lose any potential earnings on the borrowed money.[1]
Are you in need of an updated retirement savings strategy? Give us a call and we can assist you in making the right decisions for you and your family.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
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Social Security
4 Big Benefits of 401(k) Plans
Whether you're aware of them or not, there are some substantial benefits to having a 401(k) plan. Here are four benefits that make these plans worth having.
1. Payroll deduction. At the surface it may not seem ideal, but in reality, you are much more likely to save money when it's automatically withheld from your paycheck, opposed to it being up to you to save it.
2. The match. In 2018, many employers match their employees' 401(k) contributions to some degree. If that's the case for you, try to contribute at least the minimum needed for matching if possible. Otherwise, you're literally leaving free money on the table.
3. Stable value funds. Typically, these funds are only available through special arrangements such as a 401(k), and they pay interest comparable to a bond fund, but without fluctuating in value. This can be very beneficial if you're looking for better returns than cash, but with less volatility than bonds.
4. Access to loans. Did you know you may be able to borrow from your account while still working? This ends up being advantageous since you don't have to worry about paying taxes, and you can put the money back in your account. However, it should be noted that you lose any potential earnings on the borrowed money.[1]
Are you in need of an updated retirement savings strategy? Give us a call and we can assist you in making the right decisions for you and your family.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
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Estate Planning
4 Big Benefits of 401(k) Plans
Whether you're aware of them or not, there are some substantial benefits to having a 401(k) plan. Here are four benefits that make these plans worth having.
1. Payroll deduction. At the surface it may not seem ideal, but in reality, you are much more likely to save money when it's automatically withheld from your paycheck, opposed to it being up to you to save it.
2. The match. In 2018, many employers match their employees' 401(k) contributions to some degree. If that's the case for you, try to contribute at least the minimum needed for matching if possible. Otherwise, you're literally leaving free money on the table.
3. Stable value funds. Typically, these funds are only available through special arrangements such as a 401(k), and they pay interest comparable to a bond fund, but without fluctuating in value. This can be very beneficial if you're looking for better returns than cash, but with less volatility than bonds.
4. Access to loans. Did you know you may be able to borrow from your account while still working? This ends up being advantageous since you don't have to worry about paying taxes, and you can put the money back in your account. However, it should be noted that you lose any potential earnings on the borrowed money.[1]
Are you in need of an updated retirement savings strategy? Give us a call and we can assist you in making the right decisions for you and your family.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
-----------------------------------------------
Investment Strategies
4 Big Benefits of 401(k) Plans
Whether you're aware of them or not, there are some substantial benefits to having a 401(k) plan. Here are four benefits that make these plans worth having.
1. Payroll deduction. At the surface it may not seem ideal, but in reality, you are much more likely to save money when it's automatically withheld from your paycheck, opposed to it being up to you to save it.
2. The match. In 2018, many employers match their employees' 401(k) contributions to some degree. If that's the case for you, try to contribute at least the minimum needed for matching if possible. Otherwise, you're literally leaving free money on the table.
3. Stable value funds. Typically, these funds are only available through special arrangements such as a 401(k), and they pay interest comparable to a bond fund, but without fluctuating in value. This can be very beneficial if you're looking for better returns than cash, but with less volatility than bonds.
4. Access to loans. Did you know you may be able to borrow from your account while still working? This ends up being advantageous since you don't have to worry about paying taxes, and you can put the money back in your account. However, it should be noted that you lose any potential earnings on the borrowed money.[1]
Are you in need of an updated retirement savings strategy? Give us a call and we can assist you in making the right decisions for you and your family.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
-----------------------------------------------
Business Owners
4 Big Benefits of 401(k) Plans
Whether you're aware of them or not, there are some substantial benefits to having a 401(k) plan. Here are four benefits that make these plans worth having.
1. Payroll deduction. At the surface it may not seem ideal, but in reality, you are much more likely to save money when it's automatically withheld from your paycheck, opposed to it being up to you to save it.
2. The match. In 2018, many employers match their employees' 401(k) contributions to some degree. If that's the case for you, try to contribute at least the minimum needed for matching if possible. Otherwise, you're literally leaving free money on the table.
3. Stable value funds. Typically, these funds are only available through special arrangements such as a 401(k), and they pay interest comparable to a bond fund, but without fluctuating in value. This can be very beneficial if you're looking for better returns than cash, but with less volatility than bonds.
4. Access to loans. Did you know you may be able to borrow from your account while still working? This ends up being advantageous since you don't have to worry about paying taxes, and you can put the money back in your account. However, it should be noted that you lose any potential earnings on the borrowed money.[1]
Are you in need of an updated retirement savings strategy? Give us a call and we can assist you in making the right decisions for you and your family.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
-----------------------------------------------
BLOGS & RESOURCES
4 Big Benefits of 401(k) Plans
Whether you're aware of them or not, there are some substantial benefits to having a 401(k) plan. Here are four benefits that make these plans worth having.
1. Payroll deduction. At the surface it may not seem ideal, but in reality, you are much more likely to save money when it's automatically withheld from your paycheck, opposed to it being up to you to save it.
2. The match. In 2018, many employers match their employees' 401(k) contributions to some degree. If that's the case for you, try to contribute at least the minimum needed for matching if possible. Otherwise, you're literally leaving free money on the table.
3. Stable value funds. Typically, these funds are only available through special arrangements such as a 401(k), and they pay interest comparable to a bond fund, but without fluctuating in value. This can be very beneficial if you're looking for better returns than cash, but with less volatility than bonds.
4. Access to loans. Did you know you may be able to borrow from your account while still working? This ends up being advantageous since you don't have to worry about paying taxes, and you can put the money back in your account. However, it should be noted that you lose any potential earnings on the borrowed money.[1]
Are you in need of an updated retirement savings strategy? Give us a call and we can assist you in making the right decisions for you and your family.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
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CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.