https://www.summerlinbenefitsconsulting.com/sitemap.xml

Summerlin Benefits Consulting Q&A

Ask a Question

Ask your question here...

Home
Login
Register

Search...

General Retirement Q&A

Filter

Filter

Activity timeframe

-

Apply filters

Questions

Recently Active

What are the advantages of using FIUL policies for high-net-worth individuals looking to protect their retirement View answer

Asked 5 ´months ago | General Retirement

What role do living benefits play in an FIUL policy, and how can they be used for long-term care? View answer

Asked 5 ´months ago | General Retirement

How does the tax-free growth of an FIUL policy benefit retirees, especially as tax brackets increase in 2026? View answer

Asked 5 ´months ago | General Retirement

How do the tax changes in the TCJA impact retirees, and how can an FIUL policy help mitigate these effects? View answer

Asked 5 ´months ago | General Retirement

How does an FIUL policy provide tax-free income and help with long-term care expenses? View answer

Asked 5 ´months ago | General Retirement

What role can Fixed Indexed Universal Life (FIUL) policies play in reducing tax obligations during retirement? View answer

Asked 5 ´months ago | General Retirement

How does the death of a spouse affect tax filing and tax rates for the surviving partner? View answer

Asked 5 ´months ago | General Retirement

What effect do Required Minimum Distributions (RMDs) have on retirees' tax brackets? View answer

Asked 5 ´months ago | General Retirement

How might the loss of tax deductions in retirement impact retirees' taxable income? View answer

Asked 5 ´months ago | General Retirement

What changes are expected for the estate and gift tax exemptions in 2026? View answer

Asked 5 ´months ago | General Retirement

How will the expiration of the TCJA provisions in 2026 affect income tax rates for retirees? View answer

Asked 5 ´months ago | General Retirement

What are the key considerations for retirees when balancing income needs with legacy planning? View answer

Asked 5 ´months ago | General Retirement

How Much Will You Pay in Taxes After You Retire? View answer

Asked 6 ´months ago | General Retirement

How Much Savings Should You Accumulate Before Retirement?

Asked 6 ´months ago | General Retirement

How Do You Apply for Social Security Benefits? View answer

Asked 6 ´months ago | General Retirement, General Retirement

How much does the average person have in a 401k?

Asked 6 ´months ago | General Retirement

How might taxes affect retirement savings, and what strategies are available to minimize them? View answer

Asked 6 ´months ago | General Retirement

What is the "green line" strategy for protecting retirement funds? View answer

Asked 6 ´months ago | General Retirement

How will the expiration of the Tax Cuts and Jobs Act (TCJA) affect income tax rates? View answer

Asked 6 ´months ago | General Retirement

What larger expenses, such as a new car or housing changes, should I anticipate in retirement? View answer

Asked 6 ´months ago | General Retirement

Can you live on $3,000 a month in retirement? View answers

Asked 6 ´months ago | General Retirement

What is the average 401k balance for a 65 year old? View answer

Asked 6 ´months ago | General Retirement

How long will $500,000 last in retirement? View answer

Asked 6 ´months ago | General Retirement

Which is the biggest expense for most retirees? View answers

Asked 6 ´months ago | General Retirement

What is a good monthly retirement income? View answer

Asked 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 I need to know before I retire?

Asked 6 ´months ago | General Retirement

When will the new RMD age increase to 75? View answer

Asked 6 ´months ago | General Retirement

What are the implications of the changes for special needs trusts? View answer

Asked 6 ´months ago | General Retirement

How can the excise tax for RMD errors be reduced according to SECURE 2.0? View answer

Asked 6 ´months ago | General Retirement

What penalties are imposed for missed RMDs under the new law? View answer

Asked 6 ´months ago | General Retirement

How do the changes in RMD rules affect surviving spouses? View answer

Asked 6 ´months ago | General Retirement

How does SECURE 2.0 impact retirement planning for seniors? View answer

Asked 6 ´months ago | General Retirement

What are the positive effects of being a grandparent in retirement? View answer

Asked 6 ´months ago | General Retirement

How can working with a financial professional enhance retirement preparedness? View answer

Asked 6 ´months ago | General Retirement

What do you think about the transparency of information in financial plans? View answer

Asked 6 ´months ago | General Retirement

How important is it for you to understand the details in your financial plan? View answer

Asked 6 ´months ago | General Retirement

What retirement plans do Gen X have? View answer

Asked 6 ´months ago | General Retirement

What is considered a good retirement plan? View answer

Asked 6 ´months ago | General Retirement

How important is it for you to understand the details in your financial plan? View answer

Asked 6 ´months ago | General Retirement

What steps can you take today to avoid procrastination and solidify your retirement plan? View answer

Asked 6 ´months ago | General Retirement

How can Fixed Index Annuities (FIAs) help protect your retirement savings from market volatility? View answer

Asked 6 ´months ago | General Retirement

What steps should you take to ensure financial stability and a fulfilling lifestyle in retirement? View answer

Asked 6 ´months ago | General Retirement

How can an FIUL policy help retirees manage tax-free income? View answer

Asked 6 ´months ago | General Retirement

What are the SECURE Act 2.0 changes to age stipulations for Required Minimum Distributions (RMDs)? View answer

Asked 6 ´months ago | General Retirement

How does being a grandparent positively affect mental health and well-being? View answer

Asked 6 ´months ago | General Retirement

What do I need to know about retirement if I'm turning 65 this year? View answer

Asked 6 ´months ago | General Retirement

Why are the financial documents from my Financial Advisor so complicated? View answer

Asked 6 ´months ago | General Retirement

Show: Select how many pieces of content to show

«
1
2
3
»

«
1
2
3
»

Browse by Topic

Annuities
Annuities
Life Insurance
Life Insurance
General Retirement
General Retirement
Support
Support
Products
Products
Sales
Sales
Other
Other

Tools

Help

Search...

Home | Terms & Conditions | Help

Please wait...