Summerlin Benefits Consulting Q&AHow might taxes affect retirement savings, and what strategies are available to minimize them? View answer
Answer posted 6 months ago | General Retirement
How can life insurance contribute to a tax-free retirement income? View answer
Answer posted 6 months ago | Life Insurance
What are the main benefits of life insurance after retirement? View answer
Answer posted 6 months ago | Life Insurance
What is the "green line" strategy for protecting retirement funds? View answer
Answer posted 6 months ago | General Retirement
How has the annuity industry evolved to offer better options for retirees? View answer
Answer posted 6 months ago | Annuities
What are some common misconceptions about annuities? View answer
Answer posted 6 months ago | Annuities
How do Fixed Indexed Annuities (FIAs) protect principal compared to other annuities? View answer
Answer posted 6 months ago | Annuities
What are the different types of annuities, and what are their benefits and risks? View answer
Answer posted 6 months ago | Annuities
What is an annuity, and how can it provide retirement income? View answer
Answer posted 6 months ago | Annuities
How will the expiration of the Tax Cuts and Jobs Act (TCJA) affect income tax rates? View answer
Answer posted 6 months ago | General Retirement
What are the tax implications of FIUL insurance for young policyholders? View answer
Answer posted 6 months ago | Life Insurance
What larger expenses, such as a new car or housing changes, should I anticipate in retirement? View answer
Answer posted 6 months ago | General Retirement
What is a good monthly retirement income? View answer
Answer posted 6 months ago | General Retirement
Which is the biggest expense for most retirees? View answers
Answer posted 6 months ago | General Retirement
How long will $500,000 last in retirement? View answer
Answer posted 6 months ago | General Retirement
What is the average 401k balance for a 65 year old? View answer
Answer posted 6 months ago | General Retirement
Can you live on $3,000 a month in retirement? View answers
Answer posted 6 months ago | General Retirement
What is the 3 rule in retirement?
Asked 6 ´months ago | General Retirement
What is the $1000 a month rule for retirement?
Asked 6 ´months ago | General Retirement
Who should I talk to before I retire?
Asked 6 ´months ago | General Retirement
What is the hardest thing about retirement?
Asked 6 ´months ago
What I need to know before I retire?
Asked 6 ´months ago | General Retirement
What is the best type of life insurance to buy?
Asked 6 ´months ago | Life Insurance
What is the ideal coverage for life insurance?
Asked 6 ´months ago
How do I start looking for life insurance?
Asked 6 ´months ago | Life Insurance
What should you consider when getting life insurance?
Asked 6 ´months ago | Life Insurance
Do I really need life insurance if I have no children? View answer
Asked 6 ´months ago | Life Insurance
How do I know if an annuity is the right choice for me? View answer
Answer updated 6 months ago | Annuities
How does an annuity protect my money? View answer
Asked 6 ´months ago | Annuities
How do I find good life insurance?
Question updated 6 months ago | Life Insurance
What are the positive effects of being a grandparent in retirement? View answer
Question updated 6 months ago | General Retirement
When will the new RMD age increase to 75? View answer
Answer posted 6 months ago | General Retirement
What are the implications of the changes for special needs trusts? View answer
Answer posted 6 months ago | General Retirement
How can the excise tax for RMD errors be reduced according to SECURE 2.0? View answer
Answer posted 6 months ago | General Retirement
What penalties are imposed for missed RMDs under the new law? View answer
Answer posted 6 months ago | General Retirement
How do the changes in RMD rules affect surviving spouses? View answer
Answer posted 6 months ago | General Retirement
How does SECURE 2.0 impact retirement planning for seniors? View answer
Answer posted 6 months ago | General Retirement
How can FIUL policies provide market protection without direct investment risk? View answer
Answer posted 6 months ago | Life Insurance
How can working with a financial professional enhance retirement preparedness? View answer
Answer posted 6 months ago | General Retirement
What do you think about the transparency of information in financial plans? View answer
Answer posted 6 months ago | General Retirement
How important is it for you to understand the details in your financial plan? View answer
Answer posted 6 months ago | General Retirement
What retirement plans do Gen X have? View answer
Answer posted 6 months ago | General Retirement
What is considered a good retirement plan? View answer
Answer posted 6 months ago | General Retirement
Is it possible to lose money in an annuity? View answer
Answer posted 6 months ago | Annuities
How important is it for you to understand the details in your financial plan? View answer
Answer posted 6 months ago | General Retirement
What steps can you take today to avoid procrastination and solidify your retirement plan? View answer
Answer posted 6 months ago | General Retirement
How can an FIUL policy help retirees manage tax-free income? View answer
Answer posted 6 months ago | General Retirement
