Family Income Protection

Family Income Protection

If you have dependents (children, spouse or parents) who must rely on you and your income for financial security, watch this video to learn how easy and inexpensive it is to protect them from any economic adversity they would experience in your absence.

For more information call 321-252-2340

https://financialsecurity.video/c6fyzwXSFnh

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Guaranteed Lifetime Income Withdrawals

 Borde Insurance Finance Investments

If you are approaching retirement or already retired, and you are looking for the highest and surest way to withdraw money from your retirement savings, watch this video to learn how you can get guaranteed fixed income withdrawals for as long as you live, and without the risk of running out of money.

Call: 321-252-2340
Visit: https://www.baapa.us/contact.php
View article: https://financialsecurity.video/c6fH1PKPT2I

#taxfreeretirement #retirement #lifeinsurance #annuity #GuaranteedLifetimeIncome #WholeLifeInsurance #fixedindexedannuities #universalindexedlife #uil #IUL #insurance #investments #finance #money 

Retirement Plan Comparison

Retirement Plan Comparison

If you currently save for retirement in a tax deferred account like a 401k, 403b, IRA or SEP, and would like to see for yourself if you can take out more net spendable income from a Retirement Insurance Contract . . . then watch this video to see how you can quickly and easily run the numbers side by side.

Call: +1 321-252-2340

https://financialsecurity.video/c6fc4URlnSp

#retirement #insurance #financialplanning #retirementplanning

What are Health Savings Account (HSA) benefits & eligibility?

Health Savings Account (HSA) is an alternative retirement tool / savings account.

• HSAs let you set aside pre-tax income to cover healthcare costs that your insurance doesn't pay.
• You can only open and contribute to an HSA if you have a qualifying high-deductible health plan.
• For 2022, the maximum contribution amounts are $3,650 for individuals and $7,300 for family coverage. If you are 55 or older, you can add up to $1,000 more as a catch-up contribution.
• HSAs have no use-it-or-lose-it provision. Any funds still in the plan at the end of the year can be rolled over indefinitely.

 

 

 According to federal guidelines, you can open and contribute to an HSA if you:

• Are covered under a qualifying high-deductible health plan which meets the minimum deductible and the maximum out of pocket threshold for the year

• Are not covered by any other medical plan, such as that for a spouse
• Are not enrolled in Medicare
• Are not enrolled in TRICARE or TRICARE for Life
• Are not claimed as a dependent on someone else's tax return
• Are not covered by medical benefits from the Veterans Administration. However, as of 2015, veterans enrolled in a high deductible health plan and who have a service-connected disability can make or receive HSA contributions regardless of if or when they received VA benefits
• Do not have any disqualifying alternative medical savings accounts, like a Flexible Spending Account or Health Reimbursement Account

Reach out to us for any questions or to help you setup! We work with individuals, families & groups in Florida. 

www.baapa.us

321-252-2340

Financial planning and life insurance strategies in Brevard County, Florida.

The #1 component to a fully comprehensive financial plan is adequate properly structured life insurance! General benefits of today's life insurance can include:

1). Living benefits: 

        Critical, chronic and terminal illness benefits (long term care)

        Tax free supplemental retirement income (The Rich Man's Roth)

        Uninterrupted compound interest and protection of cash value 

        Infinite banking strategies

2). Death benefit:

        Tax free legacy to beneficiaries 

There are numerous strategies that can be accomplished for individual, family and business solution.