NRI Path

03/03/2024

** Annuities are Personal pension plans***

Athene Agility Bonus back to 45%. If you are moving let us say 300K of your old 401k, IRA, or SEP IRA, the annuity company is giving a 135K bonus added to your account as a sign-on bonus which is 45%.

This is temporary promotion and take advantage of this.. DM me if you have any questions.

02/17/2024

Using Venmo to collect payments for your business or side hustle? The IRS has taxes in store for you. Find out the latest rules below.

You owe taxes if you use Venmo for work or selling items for a profit, but the IRS has delayed implementation of a new $600 reporting threshold.

02/13/2024

Health Savings Accounts' (HSAs) uses are twofold; one, to cover medical expenses, and two, the lesser-known way, as a retirement vehicle. Learn to change the way you utilize this potential financial asset below.

Most people who have a health savings account, or HSA, use it to save money for medical care. The power of an HSA surprisingly goes way beyond taking care of your physical health – it could be the one of the strongest moves for your financial health, too. Is your best retirement planning tool hidi...

02/08/2024

Refinancing your student loans may be a strategic move toward financial freedom. Learn to secure a lower interest rate and/or reduce your monthly loan payments through refinancing below.

Refinancing student loans can help borrowers save money, but it doesn’t make sense for everyone.

02/07/2024

Simple and straightforward. Here's all you need to know about Roth IRAs.

02/06/2024

02/04/2024

More money often does mean more problems when it comes to taxes. If you have more than $1 million in tax-deferred investments, here's how you can keep more of it for yourself.

If the answer is yes, then this article is for you. Find out how you can keep more of that $1 million for yourself and away from Uncle Sam.

01/31/2024

Your 401(k) can serve many functions, but a pool of money to consistently draw from isn't a great function. Here's why.

Find out why dipping into your 401(k) can have serious consequences.

01/26/2024

Putting all your eggs into stocks for retirement isn't a great idea; annuities, dividends, and a new perspective for your investments are key.

Keep a generous amount of your savings in the stock market, but make stocks only part of your retirement income plan to manage the risks.

01/21/2024

Working towards our kids' financial futures includes working on their outlooks and perspectives as well. How's how to do so:

Teaching them at a young age to set goals, work within a budget and save for the future are just some of the ways.

01/17/2024

Cash value is a ubiquitous feature of life insurance that can serve key features. Learn how knowledge of this perk can seriously level up your financial toolkit.

Your life insurance may offer more than a death benefit

01/13/2024

Refinancing your student loans may be a strategic move toward financial freedom. Here's how to do so in a few steps:

Refinancing student loans can help borrowers save money, but it doesn’t make sense for everyone.