Tag Archives: Wade Mayo

The Affordable Care Act and Your Investment Income

Posted on January 10, 2022 by IALC

So how might you avoid having taxable income from the above sources push you over the income threshold, subjecting you to the 3.8% surtax? One strategy being used by savvy investors is to shift your investment strategy towards assets that provide more tax-efficiency and control, such as fixed, traditional, or indexed deferred annuities. Continue reading →

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Getting close to retirement, but unsure if you can afford it?

Posted on July 27, 2022 by IALC

Did you know that it takes 75% to 85% of your pre-retirement income in order to maintain your current lifestyle in retirement? What’s more—even though you don’t know how long you’re going to live—you should assume that you’ll need to have enough to live on for at least 25 to 30 years. Continue reading →

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Our Aging Workforce

Posted on February 16, 2022 by IALC

By Wade H. Mayo, President, Life Insurance Company of the Southwest, member of the National Life Group Last month Fortune ran an article about how our workforce is getting older, due to Boomers trying to make up for lost savings … Continue reading →

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