Entries by bryant@burnett

When Is Social Security Income Taxable?

The answer depends on your income. Provided by Magnate Wealth Management Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above certain yearly income thresholds […]

When Is Social Security Income Taxable?

The answer depends on your income. Provided by Magnate Wealth Management Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above certain yearly income thresholds […]

Why Life Insurance Matters

Besides the death benefit, it may also help you financially during your life. Provided by Magnate Wealth Management As Bankrate.com noted, 43% of Americans have no life insurance. Some view it as optional; some have simply procrastinated when it comes to buying a policy. Others believe that they can’t afford it.1 In reality, life insurance […]

Why Life Insurance Matters

Besides the death benefit, it may also help you financially during your life. Provided by Magnate Wealth Management As Bankrate.com noted, 43% of Americans have no life insurance. Some view it as optional; some have simply procrastinated when it comes to buying a policy. Others believe that they can’t afford it.1 In reality, life insurance […]

Welcome to Magnate Wealth Management

It is our tremendous pleasure to introduce Magnate® Wealth Management to our existing and prospective clientele. Our mission is to enrich the lives of those we serve, by providing sound professional financial advice and evidence-based investment management services. By developing relationships rooted in trust, putting our clients’ goals first, explaining complex financial topics in easy […]

Are There Really Tax-Free Retirement Plan Distributions?

A look at some popular & obscure options for receiving money with little or no tax. Provided by Magnate Wealth Management Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of which are less publicized than others. Qualified distributions from Roth […]