Did you hear? A major insurance carrier is offering a larger than ever BONUS on one of its products. It’s too good, and only offered for a limited time! Call us so we can provide you with all of the updated information.
Limited Time Bonus Read More »
Retirees sometimes get to the point where, as the saying goes “it is what it is” and there “is” only so much money in their retirement savings account, and it won’t or can’t get any bigger. So then the question becomes, what can be done with that savings to last through what is hopefully a
The Alliance for Lifetime Income recently published a new economic report about the “Peak 65 Generation” you might be interested in. “Peak 65 is a term used to describe the point in time when more Americans will turn age 65 than at any point in history.” This will occur in 2024. “This fast-approaching milestone requires
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Are you a small business owner? You may find this interesting. According to this week’s article, “the 401(k) has become the go-to retirement plan for many Americans.” In fact, the article goes on to say that the “flexibility, tax savings and scale of 401(k) plans” have made them “attractive to employers”, as well as employees.
Can a minor participate in a 401k? Read More »
Seminars are happening at Retallick Financial Group and we are EXCITED! Please be sure to check out our updated event schedule. As always, we invite you and a guest to join us for dinner! We hope to see you soon! Please give us a call if you need any assistance 239-444-5980
Important Updates & Current News Read More »
Did you know that 40.2% of older Americans have Social Security as their only income?* We believe in supplementing your retirement with additional income you can’t outlive. Call us if you are interested in learning more about a product that provides this. Protect your principal from market losses, and generate a lifetime income. We’re always
What Strategy is Right for You? This week’s article confirms an announcement recently made by the IRS. “You now have an extra month to lower your tax bill with contributions to your individual retirement account (IRA). Just like last year, the IRS has extended the 2020 tax filing deadline to May 17, allowing Americans an
Tax Filing Deadline Extended Read More »
This week’s article provides an easy answer to the question ‘What is an Indexed Annuity?’ “An indexed annuity is a type of annuity contract that pays an interest rate based on the performance of a specified market index, such as the S&P 500. It differs from fixed annuities, which pay a fixed rate of interest,
What is an Indexed Annuity? Read More »
Deadlines for filing tax returns are approaching. So, we’re reminding people about another deadline as well: retirement account deposits. Each year, you have a permitted annual deposit that can be made into your retirement account. If you miss the deadline, you may miss an opportunity to increase your retirement. Have a Roth IRA? You may
Retirement Accounts Read More »
Lately, we have been asked about taxes and life insurance. Specifically whether or not beneficiaries of a life insurance policy have to pay income taxes on that money, or whether the estate has to pay taxes on it. The simple answer is, usually, no. However, there can be nuances involved. For example, taxes can depend
DO BENEFICIARIES PAY TAXES ON LIFE INSURANCE? Read More »
Senior Planning Estate Services, LLC DBA Legacy Group Planning OH Insurance Lic # 40902
Kim Allen OH Insurance Lic # 758135
Scott Allen OH Insurance Lic # 767132
1590 Albon Road, Suite 40
Holland, OH 43528
103 B Degroff Ave.
Archbold, OH 43502
410 S. Front Street
Fremont, OH 43420
15271 US 224 East
Findlay, OH 45840
325 E. Maumee St.
Adrian, MI 49221
315 N. Elizabeth Street
Lima, OH 45801
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
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