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IRA Rollovers and Transfers

If you’re interested in understanding IRAs, Advanced Planning Concepts can provide you with the information and insight you need to put this powerful retirement savings tool to work for you. IRAs are tax-advantaged retirement savings plans that allow workers to save money and invest it to produce revenue for retirement. There are a variety of […]

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FEIA: 3 of 3 – Surrender Charges

Fixed Equity Indexed Annuity  Part 3 of 3:  Surrender Charges One of the restrictions placed on a Fixed Equity Indexed Annuity (FEIA)  is the Surrender Charge.  The fundamental question is why are the charges there, and can the charges be avoided?  First, the Insurance Company provides a number of Contractual Benefits  when an FEIA is […]

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FEIA: 2 of 3 – Lifetime Income Benefit Riders

Fixed Equity Indexed Annuities Part 2 of 3 – Lifetime Income Benefit Riders One of the best benefit improvements that have been added to FEIA’s is the Lifetime Income Benefit Rider (LIBR).  Initially started in 2007, the LIBR offers the annuitant a contractual calculation that determines the eligible Lifetime Income Benefit (LIB).  The  Income Account Value […]

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FEIA: 1 of 3 – How to RIDE the “Bull” and DODGE the “Bear”

FIXED EQUITY INDEXED ANNUITIES Part 1 of 3:  How to RIDE  the “Bull” and DODGE the “Bear”. One of the Primary Characteristicsof a Fixed Equity Indexed Annuity (FEIA) is safety of principal provided as a guarantee by the underlying Life Insurance Company.  Additionally, 100% of the premium is credited to the FEIA Account Value (AV) […]

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Fixed Equity Indexed Annuities (FEIA)

I) Fixed Equity Indexed Annuities (FEIA): “Building a Better Mousetrap” Everyone would like their investments to have a High Rate of Return, Safety of Princiapl, and Liquidity. In actual practice, you must give up one of these to get the other two. For example: a bank savings account has Safety ofPrincipal (FDIC) and Liquidity, but as […]

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Long Term Care

LONG TERM CARE Will you need Long Term Care Benefits? Statistics are boring, but necessary.  The odds of needing Long Term Care for 90 days or more during your lifetime is 1 out of 2.  If you’re married the percentages say the one of you will need Long Term Care Benefits.  At an average professional […]

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Retirement Planning: Learn More About 401k Fees

Employee 401k Advanced Planning Concepts can help clients begin investing in 401k plans, providing the advice needed to set up and manage a 401k plan. 401k plans allow employers and employees to contribute to a retirement plan. These plans are tax advantaged – employees can pay taxes on the income they contribute now and receive […]

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Peace of Mind

Each of Us Have our Own Definition of What Constitutes Peace of Mind Peace of Mind is a little bit like trying to hold melting Jello. What we refer to regarding peace of Mind is your possible Financial Peace of Mind. The following illustrates our approach to receiving some semblance of Financial Peace of Mind. […]

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Competitive Rate of Return

The Net Rate your Strategies Receive with Regard to Similar Returns that are Available. If your Strategy has Safety of Principal, you understand your Strategy, and you have taken all the steps to ensure your Strategy is efficient, then the Rate of Return does not need to be as high to achieve the same result […]

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Efficiency of Strategies

Providing Safe and Intelligent Financial Solutions Efficiency of Strategies refers to the obvious and sometime subtle expenses that rob you of your principal. The largest culprit is the US Government and its taxation. Whenever appropriate, we employ Strategies that are Tax Preference, Tax Deferred, and even Tax Free. By plugging the hole in your investment […]

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