NRI Path

** Annuities are Personal pension plans***

Athene Agility Bonus back to 45%. If you are moving let us say 300K of your old 401k, IRA, or SEP IRA, the annuity company is giving a 135K bonus added to your account as a sign-on bonus which is 45%.

This is temporary promotion and take advantage of this.. DM me if you have any questions.

Using Venmo to collect payments for your business or side hustle? The IRS has taxes in store for you. Find out the latest rules below.

Venmo taxes: New IRS rules for 2023 and 2024 You owe taxes if you use Venmo for work or selling items for a profit, but the IRS has delayed implementation of a new $600 reporting threshold.

Health Savings Accounts' (HSAs) uses are twofold; one, to cover medical expenses, and two, the lesser-known way, as a retirement vehicle. Learn to change the way you utilize this potential financial asset below.

Could Your Health Savings Account Boost Your Retirement Readiness? Most people who have a health savings account, or HSA, use it to save money for medical care. The power of an HSA surprisingly goes way beyond taking care of your physical health – it could be the one of the strongest moves for your financial health, too. Is your best retirement planning tool hidi...

Working towards our kids' financial futures includes working on their outlooks and perspectives as well. How's how to do so:

How to Set Your Child Up for Financial Success Teaching them at a young age to set goals, work within a budget and save for the future are just some of the ways.

Refinancing your student loans may be a strategic move toward financial freedom. Here's how to do so in a few steps:

How to Refinance Student Loans in 9 Steps Refinancing student loans can help borrowers save money, but it doesn’t make sense for everyone.