Tomas AvalosHow to win at retirement planning with an IUL.There’s no doubt about it: anyone with a large IRA is set to have a tax issue. Without using or leveraging it, they stand to lose a…Jul 11, 2022Jul 11, 2022
Tomas AvalosSingle-Premium Indexed Universal Life Insurance Is it for you?There are many different types of life insurance available, depending on your goals. One such type is Single-Premium Indexed Universal Life…Jun 23, 2022Jun 23, 2022
Tomas Avalos2021–2022 Gift Tax Rates: “Is there a gift tax, and do I have to pay it?”I’ve had a few cases recently of people who received a cash lump sum gift and wanted to know the tax ramifications and how to avoid paying…Jun 21, 2022Jun 21, 2022
Tomas AvalosAdvantage of working with a Life Insurance Agent.When it comes to getting personal finance advice nowadays, there is no shortage of amateur bloggers and automated “robo-agents” as well as…Jun 13, 2022Jun 13, 2022
Tomas AvalosWhen you leave your job, what happens to your 401(k)?When you change jobs, you will need to decide what to do with your old 401(k) plan. This can be a good opportunity to seek out better…Jun 9, 2022Jun 9, 2022
Tomas AvalosFinancial Planning Tips For Your 60'sYou’ve been planning for retirement for most of your adulthood, and now that you’re in your 60s, it’s finally getting close. Are you…Jun 2, 2022Jun 2, 2022
Tomas AvalosFinancial Planning In Your 50'sLife in your 50s may be a busy time, with work and family responsibilities. Retirement may seem like a long way off, but it’s important to…Jun 2, 2022Jun 2, 2022
Tomas Avalos10 financial planning tips for your 30s and 40'sAfter creating a strong financial foundation in your 20s, the next decade of your life is all about continuing to grow and protect your…Jun 1, 2022Jun 1, 2022
Tomas AvalosFinancial planning tips for your 20s and early 30'sYou will not be financially lost forever. It may feel that way when you are in young adulthood. Managing your finances for the first time…Jun 1, 2022Jun 1, 2022
Tomas AvalosIs An Annuity Right For You?The jury is still out on whether annuities are good or bad. Some of the confusion stems from the perception that they are complex and too…May 31, 2022May 31, 2022
