COTO Insurance & Financial Services Blog

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4 Life Insurance Riders to Consider
June 11, 2018

Deciding how to protect your loved ones, in the event that something happens to you, is one of the most important decisions you will make. It can also be one of the most complicated. Since none of us can predict the future, many of your life insurance decisions will be…

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Strategies to Minimize Taxes on Social Security Benefits
June 5, 2018

There’s a lot to look forward to in retirement, such as increased travel opportunities, time for your hobbies, and an escape from the daily grind of work. But most of us won’t completely escape income taxes. Even your Social Security benefits can be taxed, depending upon your income. Luckily there…

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Reducing Income Tax Liability in Retirement
May 28, 2018

Income taxes in retirement can work a bit differently from how they worked throughout your career. You might have established several streams of retirement income for yourself, and they’re not all taxed the same. For example, I recently noticed that a client was pulling money from her IRA but not…

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The Biggest Question Regarding Your Social Security Benefits
May 21, 2018

  Social Security is a common topic among those discussing, and planning for, retirement. And yet many people don’t know much about how the system actually works. Remember, this is your money! You’ve worked for decades, paying taxes into a system that is set up to help you during your…

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