Financial Intel Monthly

Rising Inflation: Where Will It Go from Here?

May 7, 2021 9:06:00 AM / by The Retirement Group (800) 900-5867 posted in Economy, inflation, 2021, Rising, prices

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Market Month: April 2021

May 4, 2021 11:16:00 AM / by The Retirement Group (800) 900-5867 posted in Financial Planning, Retirement, Retirement Planning, Benefit Commencement Date, Workshops, TRG, Market Month, 2021

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Enhanced Child Tax Credit for 2021

Apr 23, 2021 8:36:00 AM / by The Retirement Group (800) 900-5867 posted in Children, 2021, Tax Credit

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Rising ConocoPhillips Interest Rates Reduce Lump-Sums

Apr 16, 2021 7:16:29 AM / by Tyson Mavar RICP® of The Retirement Group (800) 900-5867 posted in Pension, Pension Options, ConocoPhillips, interest rates, COP, 2021

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A Sharp Increase in Chevron Interest Rates Cause Lump-Sums to Decrease

Apr 15, 2021 12:20:59 PM / by Wesley Boudreaux of The Retirement Group (800) 900-5867 posted in Chevron, Pension, Pension Options, interest rates, Chevron Pension, 2021

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Quarterly Market Review: January-March 2021

Apr 7, 2021 11:46:40 AM / by The Retirement Group (800) 900-5867 posted in Quarterly Update, 2021, Market Review

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Chevron Lump-Sums Decrease as Interest Rates Rise

Mar 25, 2021 1:55:33 PM / by Wesley Boudreaux of The Retirement Group (800) 900-5867 posted in Chevron, Pension, Pension Options, interest rates, Chevron Pension, 2021

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American Rescue Plan Act Provides Relief to Individuals and Business

Mar 16, 2021 11:38:05 AM / by The Retirement Group (800) 900-5867 posted in 2021, American Rescue Plan Act of 2021, Relief, Stimulus Bill

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On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools. It is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. Major relief provisions are summarized here, including some tax provisions.

Recovery rebates (stimulus checks)
Many individuals will receive another direct payment from the federal government. Technically a 2021 refundable income tax credit, the rebate amount will be calculated based on 2019 tax returns filed (or on 2020 tax returns if filed and processed by the IRS at the time of determination) and sent automatically via check, direct deposit, or debit card to qualifying individuals. To qualify for a payment, individuals generally must have a Social Security number and must not qualify as the dependent of another individual.

The amount of the recovery rebate is $1,400 ($2,800 if married filing a joint return) plus $1,400 for each dependent. Recovery rebates start to phase out for those with an adjusted gross income (AGI) exceeding $75,000 ($150,000 if married filing a joint return, $112,500 for those filing as head of household). Recovery rebates are completely phased out for those with an AGI of $80,000 ($160,000 if married filing a joint return, $120,000 for those filing as head of household).

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Market Month: February 2021

Mar 2, 2021 9:12:54 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, ERB, ESRO, Financial Planning, In Service Withdrawal, Lump Sum, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG, Market Month, 2021

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ConocoPhillips Interest Rates Have Changed Trajectory

Feb 20, 2021 10:00:00 AM / by Tyson Mavar RICP® of The Retirement Group (800) 900-5867 posted in Pension, Pension Options, ConocoPhillips, interest rates, COP, 2021

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