Financial Intel Monthly

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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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

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Women and Money: Taking Control of Your Finances.

Feb 25, 2019 1:28:07 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

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As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.

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POS Plans

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Chevron, ExxonMobil, Financial Planning, In Service Withdrawal, NGC, Northrop Grumman, Option 1 withdrawal, Seminar, The Retirement Group LLC, 401K, access.att, Age Penalties, age penalties, AT&T Pension, AT&T seminar, att workshop

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POS Plans

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Health Insurance for Travelers

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Financial Planning, Monarch, Northrop Grumman, Option 1 withdrawal, Seminar, 401K, 72t, access.att, age penalties, AT&T Pension, AT&T seminar, benefit commencement date

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You were having a great time on your vacation--until your toddler woke up from her nap with a fever. If you were at home, you'd take her to the pediatrician right away and rely on your health insurance to pay for her care. But what do you do now that you are miles away? Here are some things you need to know about health insurance while traveling.

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Designating a Beneficiary for Life Insurance

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, ExxonMobil, Lump Sum, Northrop Grumman, Option 1 withdrawal, Retired, The Retirement Group, The Retirement Group LLC, 401K, 401K.com, 72t, access.att, AT&T Pension, benefit commencement date, Verizon Pension, Verizon Workshop

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Designating a Beneficiary for Life Insurance

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Are You Covered If . . . ?

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Financial Planning, In Service Withdrawal, netbenefits, Northrop Grumman, resources.hewitt, The Retirement Group LLC, 401K, 72t, access.att, age penalties, ATT, AT&T seminar, benefit commencement date, Best adviser

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If something just happened and you need to know if you're covered, you should immediately call your insurer or agent or take a look at your policy. But if you're simply wondering what's covered (and what's not) for future reference, you might start by familiarizing yourself with some real-life scenarios.

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Should You Self-Insure Your Business?

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Chevron, In Service Withdrawal, netbenefits, Northrop Grumman, Option 1 withdrawal, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72t, access.att, age penalties, AT&T seminar, Benefit Commencement Date

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Should You Self-Insure Your Business?

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