Women and Money: Taking Control of Your Finances.
Sep 8, 2020 1:28:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ExxonMobil, financial freedom, income, PG&E, savings, taxes, 401k, 72T, access.att, Age Penalties, age penalties, AT&T 401K, Benefit Commencement Date, benefit commencement date, Best adviser, Verizon Workshop
529 Plans: The Ins and Outs of Contributions and Withdrawals
Dec 10, 2019 4:00:00 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, Monarch, netbenefits, Northrop Grumman, Option 1 Withdrawal, Option 1 withdrawal, Pension, Pension Options, PG&E, Retirement, Retirement Planning, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72T, 72t, Age Penalties, ATT, AT&T Pension, AT&T seminar, att workshop, Benefit Commencement Date, Workshops, Verizon Seminar, VZ, TRG
Planning Ahead for Life Insurance Proceeds
Dec 10, 2019 3:00:00 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, Monarch, Northrop Grumman, Option 1 Withdrawal, Option 1 withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72T, 72t, Age Penalties, AT&T Pension, att workshop, Benefit Commencement Date, Workshops, TRG
Tapping the Equity in Your Home
Nov 7, 2019 2:15:00 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retired, Retirement, Retirement Planning, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72T, Age Penalties, Benefit Commencement Date, benefit commencement date, Workshops, TRG
Over time, the value of your home has grown and your mortgage balance has been reduced (or even eliminated). The equity (the property's value minus any liens against it) you now have in your home is a reservoir of funding potential. You may decide to tap into it for various purposes, such as remodeling your home, paying off high-interest loans or credit card debt, buying a car, or sending your child to college.
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
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
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
The Roth 403(b)
Feb 26, 2019 7:01:01 AM / by The Retirement Group (800) 900-5867 posted in Early Retirement, Economic Report, financial freedom, Financial Planning, In Service Withdrawal, income, invest, ira, Lump Sum, Pension Options, priorities, retirement planning, 401k, 72T, 72t, access.att, age penalties, AT&T seminar, att workshop, Best adviser, Verizon Workshop
Common Factors Affecting Retirement Income
Feb 24, 2019 3:49:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, credit score, Economy, ExxonMobil, income, investing, life savings, retirement planning, taxes, 401K, 72T, Age Penalties, age penalties, ATT, AT&T 401K, AT&T seminar, benefit commencement date, Best adviser, Verizon Seminar
When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement you envision.
Tax Tips: Health Insurance
Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Financial Planning, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension Options, PG&E, Retired, The Retirement Group, The Retirement Group LLC, 401k, 72T, 72t, age penalties, att workshop, benefit commencement date, benefits help, Verizon Pension
Your health insurance coverage probably came in handy several times over the past year. It all seemed so simple at the time--you paid a deductible, and your insurance usually kicked in the rest. But what do you do at tax time? Just what are you taxed on, and what can you deduct on your federal income tax return?