Financial Intel Monthly

Immediate vs. Deferred Annuities

Apr 5, 2020 9:41:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, annuities, Benefit Commencement Date, Workshops, TRG

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Despite not being as well known as some other retirement tools, annuities account for 8% of all assets earmarked for retirement. With about $2.3 trillion in assets, annuities hold more funds than Roth IRAs.1

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Fixed vs. Variable Annuities

Feb 20, 2020 11:00:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, annuities, annuity, Benefit Commencement Date, Workshops, TRG, fixed, Variable

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Annuities: Traps for the Unwary

Feb 19, 2020 11:36:45 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, annuities, Benefit Commencement Date, Workshops, TRG, traps

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