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
Tax-Deferred Annuities: Are They Right for You?
Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Financial Planning, In Service Withdrawal, Jeremy Keating, Lump Sum, Michael Tomren, Northrop Grumman, Option 1 withdrawal, Pension Options, Retired, Seminar, 401K, 72t, access.att, age penalties, benefit commencement date, benefits help
Tax-deferred annuities can be a valuable tool, particularly for retirement savings. However, they are not appropriate for everyone.
Five questions to consider
Medicare
Dec 30, 2019 12:45:00 PM / 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, resources.hewitt, Retired, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, 401k, age penalties, AT&T Pension, AT&T seminar, benefit commencement date
Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition. Here are some basic facts about Medicare that you should know.
What does Medicare cover?
Social Security Retirement Benefits
Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in Brent Wolf, CAM Annuity, ERB, ExxonMobil, Lump Sum, Matt Nelson, Michael Tomren, Northrop Grumman, Option 1 withdrawal, Pension Options, Retirement, 401K, 72t, age penalties, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Best adviser
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
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.
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
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.
Buying Supplemental Health Insurance: Medigap
Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in Financial Planning, In Service Withdrawal, netbenefits, Northrop Grumman, Option 1 withdrawal, PG&E, Retired, The Retirement Group, The Retirement Group LLC, Verizon, age penalties, AT&T Pension, AT&T seminar, att workshop, Benefit Commencement Date, benefit commencement date, benefits help
Buying Supplemental Health Insurance: Medigap
Estate Planning: An Introduction
Dec 30, 2019 12:41:00 PM / by The Retirement Group (800) 900-5867 posted in Financial Planning, In Service Withdrawal, Northrop Grumman, Option 1 withdrawal, resources.hewitt, Retired, Seminar, The Retirement Group LLC, Age Penalties, age penalties, AT&T Pension, att workshop, benefit commencement date
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you'll need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal. Here, you'll need to use more sophisticated techniques in your estate plan, such as a trust.
Tax Planning Tips: Disability Insurance
Nov 15, 2019 2:00:00 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, Option 1 withdrawal, Pension, Pension Options, resources.hewitt, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, age penalties, AT&T seminar, Benefit Commencement Date, benefit commencement date, Workshops, TRG
Choosing a Beneficiary for Your IRA or 401(k)
Nov 14, 2019 1:00:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 Withdrawal, Option 1 withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, age penalties, Benefit Commencement Date, benefit commencement date, Workshops, TRG