Financial Intel Monthly

Choosing a Beneficiary for Your IRA or 401(k)

Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension Options, PG&E, resources.hewitt, Retirement, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 401K.com, 72t, age penalties, AT&T Pension, AT&T seminar, benefit commencement date, benefits help, Verizon Pension

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Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although taxes shouldn't be the sole determining factor in naming your beneficiaries, ignoring the impact of taxes could lead you to make an incorrect choice.

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Health Insurance in Retirement

Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Exxon Mobil, ExxonMobil, Financial Planning, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension, Pension Options, Retired, The Retirement Group, The Retirement Group LLC, 401K, 401K.com, age penalties, AT&T Pension, AT&T seminar, benefit commencement date, Best adviser, Verizon Pension

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At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups. There's also a chance that your health will decline as you grow older, increasing your need for costly prescription drugs or medical treatments. That's why having health insurance is extremely important.

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529 Plans vs. Coverdell Education Savings Accounts

Dec 30, 2019 12:41:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Exxon Mobil, Financial Planning, In Service Withdrawal, Pension Options, resources.hewitt, 401K.com, AT&T Pension, AT&T seminar, benefit commencement date

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Hong Kong, City, Urban, Skyscrapers

Section 529 plans and Coverdell education savings accounts are two of the most popular ways to save for college. But which savings option is right for you?

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529 College Savings Plans

Mar 2, 2019 8:40:03 AM / by The Retirement Group (800) 900-5867 posted in Chevron, ExxonMobil, Northrop Grumman, PG&E, The Retirement Group LLC, 401K, 401k, 401K.com, 72T, 72t, access.att, AT&T 401K, Benefit Commencement Date, benefit commencement date, Verizon Workshop

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Understanding the Net Investment Income Tax

Mar 1, 2019 5:01:27 PM / by The Retirement Group (800) 900-5867 posted in Chevron, Financial Planning, Northrop Grumman, PG&E, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, AT&T Pension, att workshop, Workshops, Verizon Workshop, VZ

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Nonprofit Boards: New Challenges and Responsibilities

Feb 28, 2019 6:31:10 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ExxonMobil, Financial Planning, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, AT&T 401K, att workshop, benefit commencement date

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Buying a New Car? Asking These Questions Might Save You Money on Your Auto Insurance

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Chevron, ExxonMobil, Financial Planning, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1 withdrawal, Pension Options, Retired, Seminar, The Retirement Group, The Retirement Group LLC, 401K, 401K.com, age penalties, AT&T Pension, att workshop, benefit commencement date, Workshops, Verizon Seminar

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Buying a New Car? Asking These Questions Might Save You Money on Your Auto Insurance

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Contemplating Bankruptcy

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Financial Planning, Hewitt, In Service Withdrawal, netbenefits, Northrop Grumman, Option 1 withdrawal, PG&E, Seminar, 401K, 401K.com, age penalties, Alex Mele, AT&T Pension, AT&T seminar, Benefit Commencement Date, benefit commencement date

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Contemplating Bankruptcy

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Driving Defensively at Any Age

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Brent Wolf, ExxonMobil, Financial Planning, In Service Withdrawal, Option 1 withdrawal, Pension Options, The Retirement Group, 401K.com, age penalties, AT&T seminar, benefit commencement date, benefits help

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Ah, the lure of the road! There's nothing like the ability to hop in the car and go. Driving gives us a sense of freedom, mobility, and convenience. If you want to stay safe (and keep your insurance premiums low), you'll need to drive defensively.

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Insuring Your Vacation Home

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, ExxonMobil, Financial Planning, In Service Withdrawal, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension Options, Seminar, 401K, 401K.com, 72t, age penalties, AT&T seminar, att workshop

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Vacation homes require a special type of insurance--one that protects your vacation home but doesn't overlap with your already existing homeowners insurance coverage. Here are some things to consider when insuring your vacation home.

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