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About Michael Fliegelman

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

The Rules Related to Required Minimum Distributions

{2.5 minutes to read}

We are writing to remind our clients of the rules related to Required Minimum Distributions (RMDs), as the distribution deadline for those that attained age 72 in 2021 is fast approaching. This reminder may be relevant to you or someone that you know.

By way of background, those that have attained age 72 […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2022-04-29T10:42:17+00:00April 29th, 2022|Blog, Retirement Planning|0 Comments
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Fear and Hope

{4 minutes to read} Today, I wanted to share a piece from my very close friend, CPA, Investment RIA Partner Jonathan Gassman, who wrote to me recently. I reiterate the closing statement — I am grateful for all the folks we work with and help, and are here to chat if you would like.

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2022-04-11T14:37:20+00:00April 11th, 2022|Blog, General|0 Comments
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Retirement Planning, Procrastination, and Safe Withdrawal Rates

{3 minutes to read}

As we’ve been discussing over the last few weeks, retirement planning has been a focus of mine. I want to continue down that path and talk conceptually about something we call the journey.

When someone is climbing a mountain, the objective is usually to get to the top. But once you have attained […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2022-03-10T20:04:19+00:00March 10th, 2022|Annuities, Blog, Estate Planning, Financial Planning|0 Comments
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An Intentionally Defective Grantor Trust

{3 minutes to read}  Today, we’re going to focus on an estate planning concept called an Intentionally Defective Grantor Trust. This strange name for a trust, sometimes also known as an Intentionally Defective Irrevocable Trust, is a very strong tax shelter for people.

When we are dealing with estate planning, a lot of the focus is […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2022-02-16T17:06:47+00:00February 16th, 2022|Blog, Estate Planning|0 Comments
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Estate Planning for Families with Special Needs

{5 minutes to read} Today, we’re going to talk about estate planning for families that have special needs children—whether adult or minor children—and what the estate plan needs to consider for these persons with special needs.

Normally, with two children, an estate is equally left to both. However, when there is a child with special needs, […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2022-02-09T19:56:07+00:00February 9th, 2022|Blog, Estate Planning, Financial Planning|0 Comments
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The Concept of Return of Premium

{4 minutes to read}  Today, I want to talk about a concept called Return of Premium. Return of premium life insurance has been around for some time now and mostly has been talked about in the context of what we call Return of Premium Term Life Insurance. So, let’s say at the end of the […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2022-01-20T18:56:44+00:00January 20th, 2022|Blog, Financial Planning, Insurance Planning|0 Comments
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The Gift of a Lifetime

We are now in December and people are thinking about the holidays and gift giving. Since we all think about what would be a significant or the best gift, I’d like to urge everybody to consider giving a Gift of a Lifetime. Gift of a Lifetime is a program designed for parents and/or grandparents to […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2021-12-09T15:42:17+00:00December 9th, 2021|Blog, Estate Planning|0 Comments
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Update on Estate Planning and Taxes

{3 minutes to read} Recently, the House created a new proposal for estate tax. Over the next few months, many other taxes are going to potentially be changed and by the end of the year, we are more than likely to have sweeping tax law changes. So, this article is an alert to take advantage […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2021-10-22T19:03:58+00:00October 22nd, 2021|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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Life Insurance Asset Management

{Time to Read: 1.75 minutes} Many people are trying to manage life insurance policies, whether they’re policies on their own life, or policies in a trust for which they are a trustee. You have to make the best policy decisions.

The analogy that we like to use is one that involves people in a bathtub. The […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2021-10-08T16:22:28+00:00October 8th, 2021|Blog, Insurance Planning|0 Comments
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Top Financial Planning Tips

{3 minutes to read}

Today, I want to talk about basic, sound, financial planning, and some top planning tips to help you achieve financial success:

  1. Spend less than what you earn. For many years in our country, we had a negative savings rate. People were spending more than they were earning. It is imperative that each […]

    Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2021-09-24T18:31:30+00:00September 15th, 2021|Blog, Financial Planning|0 Comments
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