Moneta Collective

09/16/2022

https://www.yahoo.com/video/5-signs-social-security-won-110032104.html

Once you reach age 62, you can begin collecting Social Security benefits. Before you file for these benefits, it's important to take stock of your financial situation. Discover: The Safest Places To...

09/08/2022

https://insurancenewsnet.com/innarticle/indexed-life-sales-continue-record-setting-pace-in-2q-wink-reports

Indexed life insurance sales continued a strong pace during the second quarter, according to the Wink’s Sales & Market Report.

09/08/2022

09/03/2022

https://retirement.tips/blog/have-you-heard-about-the-rich-persons-roth/

A Roth IRA is one of the best ways to minimize taxes, but many people earn too much to qualify for a Roth. Not long ago, an alternative for high earners to minimize taxes while maximizing income came up that’s known as the “Rich Person’s Roth.”

09/02/2022

https://www.forbes.com/sites/forbesfinancecouncil/2020/12/10/how-a-rich-person-roth-can-help-you-minimize-taxes-fees-and-volatility/?sh=5e3301b935a6

By minimizing losses, you can have a positive impact on the future of your money and wealth, rather than just chasing higher rates of return with a greater risk of loss.

09/02/2022

https://www.forbes.com/sites/davidrae/2018/09/20/rich-person-roth/?sh=1043ce1e71fe

Should life insurance be part of your retirement plan? Can the Rich Person Roth provide you with more tax free income in retirement? Who is the tax planning strategy right for? And who should not take advantage of the benefits of cash value life insurance.

09/02/2022

https://www.thinkadvisor.com/2016/11/16/cash-value-life-insurance-makes-harbaugh-college-footballs-top-paid-coach-2/

This type of deferred compensation alternative appeals to talented leaders and executives.