NLG Retirement Strategy

01/17/2023

National Life was among the ✨ fastest growing life insurers ✨ in the third quarter of 2022 according to a Life Annuity Specialist analysis of the 116 life insurance carriers with at least $10 million in premiums during the July-September period.

🎉 Cheers to everyone who was part of making this possible!

01/07/2023

Chúc mừng năm mới 2023, Chúng tôi đại diện nhiều hãng bảo hiểm có thể giúp quý thân chủ mở trương mục Traditional IRA, Roth IRA, Simple IRA, SEP-IRA , 401K Rollover ...cho mùa khai thuế vào đầu năm nay . Xin làm ơn liên lạc với chúng tôi để được cố vấn và chọn lựa thích hợp trương mục thích hợp cho gia đình quý vị 😘
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IRS Tax Tip 2023

The amount individuals can contribute to their 401(k) plans in 2023 will increase to $22,500 -- up from $20,500 for 2022. The income ranges for determining eligibility to make deductible contributions to traditional IRAs, contribute to Roth IRAs, and claim the Saver's Credit will also all increase for 2023.

Taxpayers can read the technical guidance regarding all of the cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2023 in Notice 2022-55 on IRS.gov.

***Here are some of the changes for 2023:

The contribution limit for employees who participate in 401(k), 403(b), most 457 plans and the federal government's Thrift Savings Plan will increase to $22,500.

The limit on annual contributions to an IRA will increase to $6,500. The IRA catch‑up contribution limit for individuals age 50 and over is not subject to an annual cost‑of‑living adjustment and remains $1,000.

The catch-up contribution limit for employees age 50 and over who participate in 401(k), 403(b), most 457 plans and the federal government's Thrift Savings Plan will increase to $7,500.

The catch-up contribution limit for employees age 50 and over who participate in SIMPLE plans will increase to $3,500, up from $3,000.
The phase‑out ranges for deducting contributions to a traditional IRA will also increase. Taxpayers should review Notice 2022-55 regarding the details for their situation.

The income phase-out range for people making contributions to a Roth IRA will increase for taxpayers filing as single, head of household and married filing jointly. Again, taxpayers should consult Notice 2022-55 for specifics about their situation.

The income limit for the Saver's Credit for low- and moderate-income workers is $73,000 for married couples filing jointly; $54,750 for heads of household; and $36,500 for singles and married individuals filing separately.

The amount individuals can contribute to their SIMPLE retirement accounts will increase to $15,500.

Pay your taxes. Get your refund status. Find IRS forms and answers to tax questions. We help you understand and meet your federal tax responsibilities.

01/07/2023

Indexed Universal Life Insurance with Living Benefits – providing stability when the market gets rough. Learn more at https://digital.nationallife.com/SleepWell

Living Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.

12/11/2022

Put integrity first.

12/03/2022

11/09/2022

When you buy a car, you buy an insurance to Insure your car.
When you buy a home, you buy home insurance. We all do the right things to protect your car and your home.
There are a number of reasons why we do this, one of them being that it is the law. Aside from that, why is it that we put more value on our things that can be replaced instead of our own lives?

Life insurance does a number of things, but the most important thing is that it protects your loved ones from financial hardship in case you die.

Now I think that is worth looking into.

If you want a relational-based financial associate that will always put your needs first, contact me today.

10/28/2022

The application deadline is right around the corner. Call or send a message from the TMDSAS Application Portal if you have questions about completing your application!

10/13/2022

I am proud to be a nurse practitioner to help and care for people with medical needs and I am proud of the fact that I still get to help and care for people with their financial needs.

10/12/2022

Chuẩn bị giao Flex Life Policy chi khách hàng. Cam on em đã tin tưởng và ủng hộ💐🎈😎

09/10/2022

September Is Life Insurance Awareness Month
31% of American say they are more likely to buy life insurance as a result of Covid-19.
People who own life insurance are more likely to feel financially secure.

09/10/2022

While Social Security may provide a portion of guarantee income, you’ll likely be responsible for creating your own retirement paycheck.

I can assist you to create your own retirement paycheck.