Friday, October 9, 2020

Is life insurance in your estate plan right for you?

 

IRS audits the poor not the rich

IRS admits it can’t audit Trump and friends: the wealthy avoid paying their fair share and they get away with it. The wealthy pay lawyers to outwit the IRS: Congress keeps cutting the IRS budget. The top 10% of earners have accounted for most of the revenue gap, experts say, by underreporting their liabilities, intentionally or not, as tax avoidance or outright evasion. Those with annual incomes under $25,000 are audited at a higher rate (0.69%) than those with incomes up to $500,000 (0.53%), according to the IRS data. Trump will never reveal his taxes since his audit will never be done. The IRS will fail to collect nearly $7.5 trillion in taxes owed between 2020 and 2029, according to one study. Poor Mississippi Blacks are the most audited target. White Alaska Denali is least audited region. Working Americans have one last IRS-approved tax shelter. Why pay the taxes due from the wealthy?

Start now: https://www.amazon.com/Trump-Tax-Shelter-Avoid-taxes/dp/1985448300

 

Is life insurance in your estate plan right for you?

Some agents make the mistake of selling you life insurance on your spouse’s life but naming your child as beneficiary. When your spouse dies, the death benefit may be taxable to you. Why? To the IRS, since the husband was the owner of the policy, he has given a gift of the benefit to his son – making it a taxable gift amount. Your agent should know that the spouse must own the policy to avoid this blunder. Obviously, your spouse as owner can use your funds to pay the premiums. Another mistake more common today is when you find you don’t need your policy benefit or can’t afford the premiums and you wish to sell. So you sell your policy but the buyer does not tell mention that you must pay tax on the death benefit as income to you. For example, if you sell a life insurance policy with a $250,000 death benefit for $5,000 and you have paid $10,000 so far, the amount subject to income tax would be $235,000 ($250,000-$10,000-$5,000). You sold an asset so you must pay tax on the gain. If the agent suggests naming your estate as beneficiary, don’t sign until you have checked with an estate lawyer. Finally, your agent must follow specific rules to transfer your policy from one insurer to another. Have a lawyer check the contract before signing. Most agents are not tax lawyers. You may have to pay commissions again. You may have a surrender charge if you transfer an annuity.

https://www.amazon.com/Drop-Your-Insurance-Only-What/dp/1448623391

 

Is your advisor treating you intelligently?

Is your advisor wasting your time? Here are five things smart advisors never say. If they say, “I think you might want to consider…” it sounds like they don’t know if this item is right for you. What do they mean when they say, “Let me know if you ever want me to take a look…”? Clearly they are fishing and don’t know how to help you. When they say, “I can offer you a no-obligation…” think: what can this really cost? Do I have time to watch a canned presentation? Advisors are taught to stay in front of clients: “I just wanted to touch base…” without any planned next step, this is time waster. When they say, “If I don’t hear back from you…” they mean they will keep bothering you until you take the initiative. They don’t know, specifically, what they can offer you. Another time waster! Don’t forget: Your advisor is a salesperson not a personal friend, ever.

https://www.amazon.com/What-Your-Advisor-Really-Means/dp/1542964520

 

 

 

 

 

 

 

Is America already a socialist country?

Our central bank, the one that sets interest rates and creates new money, has taken the unprecedented step of controlling the way banks can use their profits. Thirty-four banks cannot pay higher dividends nor buy their own stock back changing the value of the stock owned by our pension fund etc. The Fed just extended what it’s been doing since June. It limited bank payouts because banks failed their stress tests: they don’t have emergency funds to cover loses. Another example of socialism: the Fed is using our future tax money to give bailouts to struggling companies. Another: the president demands a commission from his deal for a US company to buy TikToc, which he has ordered us not to use. We are subsidizing coal, oil, gas, agriculture firms and Congress gets perk from their lobbyists. Trump’s new postmaster got employees to make contributions to the GOP, which is illegal. Trump has diplomats and fat cats stay at his Washington hotel to gain access to him. Americans expect to be paid by the government when they are laid off. Only company lobbyists have access to citizen representatives in Congress. Gov aid to small business went mostly to larger employers or GOP favorites. Doesn’t this sound like a 3rd world country dictatorship? Socialism: we pay for losses; elites take the profits.

https://www.amazon.com/Americas-Socialism-Rich-little-people/dp/1535218584

 

Another way the wealthy avoid paying their fair share

Using some of the tricks of the tax laws promoting clean energy, one company CEO became a “utility company” to avoid taxes on salary bonus and real estate investments. Solar tax credits and accelerated depreciation rules were combined so every dollar of solar energy investment translated into more than a dollar of tax credit. Tax credits were used to move taxable 401k assets into non-taxable assets for life-long tax-free income. This particular trick costs us taxpayers approximately $1.3 million in taxes for 2020 alone. Why should we pay for this person’s fair share of taxes?

Make your income tax-FREE too: https://www.amazon.com/Tax-FREE-Retirement-code-lifetime-income/dp/1475206976/

 

We work as long as it takes to save for retirement

Some people say they will work till they die. They are able to work now and they see no reason to quit. Others work even though they could quit and live off their savings. They are able to work now and don’t believe they have enough money to quit. There are people who look at their savings and know they cannot quit. Some think they need $1.9 million to retire. They have an idea that until they reach their retirement nest egg, they must work. Since most of us never learned the power of compounding—the time value of money—we have no idea how long or how much to save. When I was a child my parents put money in a permanent life insurance plan, mistaking insurance for a savings plan. They knew nothing of investments. If my parents had known about the power of compounding the dividends of common stocks they could have retired earlier. If they had known about Anne Scheiber who earned $4,000 a year and kept buying stocks like Coca-Cola, Paramount, Schering-Plough, they could have retired when they wanted to. You can leave $22 million to your favorite charity like she did IF you know about the power of compounding dividends over time. Her returns match the 500 index fund which you can buy and start compounding today. It is time and patience that made Anne wealthy.

Learn about the Miracle of Compounding: https://www.amazon.com/Miracle-Compounding-Turn-day-into/dp/1470176513

 

Do investors still need an advisor to stop them making big mistakes?

This is the mantra of every paid professional in the business. How else could they justify fees that could take away from us up to 63% of what we would have had? Morningstar’s annual “Mind the Gap” report estimates the impact of investors’ behavior on their investments. The report found that investors captured every bit of their funds’ return and then some. Because investors have learned not to panic, we may be better off long term WITHOUT the middle people taking their money. Sure, when we need help we can pay a just one fee to a fee-only planner. That is what industry people do themselves. Of course we don’t know how many investors will “stay the course” when we have a long bear market. Another report finds that “the average investor’s appetite for equities has remained unchanged throughout the Covid crisis.” Investors have embraced the strategy of buy and hold by filling up Target Date funds.

https://www.amazon.com/Robbing-You-Blind-401k-fees/dp/1493588966

 

 

Show your child how to invest like Warren Buffett

Teach your child to invest the Buffett way. Success with money starts early. Compounding over time assures your child of security. You have a great opportunity to teach your child how to become successful with money. They can learn to take care of themselves and even become wealthy from your guidance TODAY. You can show them how to take advantage of the greatest power in finance: compound interest and the time value of money. Warren Buffett, who turned his paper route savings into $60 billion, credited compounding for his wealth. "My wealth has come from a combination of living in America, some lucky genes, and compound interest.” A special IRS-approved account makes their $1 million tax-FREE. Tax-FREE is like a $300,000 bonus from Uncle Sam.

Start today at home in 30 min: https://www.amazon.com/Where-can-your-child-invest/dp/1492164240

 

**********ACCOUNTABILITY**************

 

Like 1776, this period is a test of democracy—do we really want ‘low-IQMobster?

 

Philly DA: we have an “authoritarian dictator."

 

Dictator: I order Barr to indict Biden over the Russia ‘hoax’

 

Dictator: disdain for masks, ended in hospital

213,000+ die; finally Dictator “gets it” but did he really?

Dictator: “virus less deadly than flu

Dictator: “I'm a perfect physical specimen

Dictator: stimulus on or off today “I don’t know”

 

How Govt wastes our money: Congress gives 3.7 Trillion to the wealthy! 

Jeff Sessions to border DOJ: “We need to take away children”—crime against humanity

Trump’s trade deficit climbs to the highest level in 14 years: promised to eliminate it

This is where our virus tax money went: fracking firm execs $55 millions: 133 other firms too

Trump’s letter re: drug discount costs us $19 million; card costs $51 million; card sent later?

 

Airlines’ lobbyists came through with more: airline bailout talks back on, says Dictator

Jared’s Covid team: 3M encouraged to sell masks to China then we paid 10x for same

FBI pursue/grab domestic Terrorists: Terrorists to overthrow government are not militia

 

Trump encourages MI terrorists: aiding and abetting the overthrow of gov is treason

 

SCAMS/SPINS:

TV adverts waste of our money: Political ads have almost no impact at all on swaying voters

Facebook/Twitter ‘news’ can be faked: check real news sources before you believe

Black terrorists NFAC protest another police shooting: TX cop kills Black “good Samaritan”

 

Drug pusher wins: Killing thousands with addictive drug and yet keep $ billions without jail

Supremes ready to turn back time: Court to make white evangelical world the norm: revenge?

Early voting in limited SC sites creates 1 hour lines: GOP must keep voters away to win.

 

Trump tells 50K supporters be poll watchers: illegal to intimidate at polls: fake “ballot security”

Supremes help SC GOP make voters obtain witness to “secret” ballot: no ‘secret’ anymore

Supremes to help PA GOP make votes invalid due to Trump’s PO mail delays. MI delays too.

On-time delivery of first-class mail is plummeting: PO documents in Fed court: GOP cheers!

 

GOP halts FL ex-felons from registering to vote even after fines, fees paid

 

Trump given drugs made from fetal cells: Religionists were silent: OK aborted fetus for Leader not us

Trump: virus is “a blessing from God” kills 213,000 Americans!

Trump’s “herd immunity” works in reverse: more states, assistants GOP, Jt Chiefs get sick 34

 

Trump’s TV crew reshoots his entrance into the White House without a mask: stand-in double?

Trump’s insurance covered multi-treatments by 5 doctors: is your coverage as comprehensive?

Hydroxychloroquine is not on the list of medications” taken. Trump pumping up its maker stock

 

Trump changing FDA safety standards vaccine use to get votes by Nov 3

Trump blames Gold Star veteran families for his virus infection: “cemetery filled with losers

 

Fradin-Read thymosin not approved for virus: $400 cost for ‘wellness’ docs unproven claims

 

Router WiFi black holes? WiFi Range Extender may help some areas

Expensive; Least dependable cars: Land Rover, Jaguar, Volvo ($77K): 200+ mistakes

Ford bets on trucks, CVs after losing $ billions on cars: new CEO to lighten costs worldwide.

 

Joseph Gargan Pension Co stole $9,117,165 from annuity owners due from malpractice suits 

Germany’s Allianz sued by pension funds: failing to safeguard investments during coronavirus.

Richard Baldwin jeweler ordered pay back $2.1 million insider-trading case; avoided jail

John McAfee antivirus software Spain indicted tax evasion using fake accounts/names on assets

John McAfee caught promoting cryptocurrency on twitter disguised as financial advice

Adam Hochfelder, caught Ponzi scheme $400,000 Merchants workers

Gerald Eaton MA caught stealing $3.7 million faking ID, signature, over 20 yrs; prison.

Casey Kemerly VA caught stealing clients from advisors; moved from state to state

 

Trump to let hedge funds hide what investors are buying: even hedge funds are against plan

Trump to allow unregistered advisors to solicit us for high-risk private placement: BEWARE

Trump donor charged with being a foreign country agent: Malaysian and Chinese paid $ millions

 

Is it a scam?  Check AARP scamline 877.908.3360.

 

Check IRS: https://www.irs.gov/newsroom/dirty-dozen-part-1-taxpayers-should-be-on-the-lookout-for-these-scams

https://www.irs.gov/newsroom/dirty-dozen-part-2-thieves-work-all-year-to-scam-taxpayers

Check Social Security: https://blog.ssa.gov/

 

Jobs

Jobs that will continue to grow: health care, computer-based, construction

3.8 million people have lost their employment for good. No GOP retraining plan in sight.

Teachers take more risks for less pay than college jobs: 20% less so must be mission

 

Job losses could be permanent: start searching the adverts now before the crowd: Indeed

 

 

Who owns your account now?

Eaton Vance to Morgan Stanley

 

 

Miracles:

Trump does not want another ‘debate’: Rally is better to scream in: reverse negatives?

Some Christians have been saved from burning in hell: saying ‘NO’ to more kids in cages

Blood Test for Alzheimer’s in reach: 2-3 years diagnosis test; not cure

 

GOP, except one, wearing masks: surge of infections hits South; West

2000 year old brain cell still intact after volcano heat and quick cool

Don Jr. thinks Trump is acting crazy”: Jr fails to convince family. “They’re all worried.”

 

 

IAN

41 Watchung Plaza, B242

MontclairNJ   07042

973.746.2014

www.InsuranceAdvisorsNetwork.com

Alerts available at http://dankeppel.blogspot.com/

 

 

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