Ben SoccodatoGROUP LIFE INSURANCE VS. PRIVATE LIFE INSURANCEby Ben Soccodato and Chris KampitsisSep 6Sep 6
Ben SoccodatoDEMYSTIFYING ANNUITIES: THE SINGLE PREMIUM INDEX ANNUITYby Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®Jun 17Jun 17
Ben SoccodatoTHE LOOMING ELDERCARE CRISISBy Ben Soccodato and Chris Kampitsis from The SKG Team at Barnum Financial GroupMay 6May 6
Ben SoccodatoUSING ROTH TO MAXIMIZE YOUR ESTATEIn financial planning, a Roth conversion is a powerful strategy. It offers the opportunity to pay taxes upfront and reap the benefits of…Apr 16Apr 16
Ben SoccodatoYEAR-END ESTATE PLANNING CONSIDERATIONS AND CHARITABLE INTENTIONSBY BEN SOCCODATO AND CHRIS KAMPITSISDec 19, 2023Dec 19, 2023
Ben SoccodatoMedicare IRMAA: Lowering Your Healthcare ExpensesDubbed a “silent killer” of retirement savings, Medicare’s Income-Related Monthly Adjustment Amount (IRMAA) can have a major effect on your…Dec 4, 2023Dec 4, 2023
Ben SoccodatoMASTERING COLLEGE SAVINGS: MAKING THE MOST OF 529 DEDUCTION STATE INCENTIVESIf you’re looking for opportunities to grow your child’s college savings, the 529 plan, and the tax deduction it provides, might be right…Sep 15, 2023Sep 15, 2023
Ben SoccodatoSTARTING YOUR CHILD’S FIRST RETIREMENT ACCOUNTA 529 ACCOUNT ROLLOVER CAN SERIOUSLY MULTIPLY IN A CHILD’S ROTH IRASep 6, 2023Sep 6, 2023
