Financial Intel Monthly

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

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Skyline, Skyscraper, Skyscrapers

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?

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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

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Japan, Tokyo, Skyscraper, Building, City

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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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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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Understanding Your Business Owners Policy

Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in In Service Withdrawal, Northrop Grumman, Option 1 withdrawal, Pension, Age Penalties, AT&T Pension, benefit commencement date, Best adviser

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Reichstag, Berlin, Dome, Glass, Building 

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Types of Life Insurance Policies

Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in ExxonMobil, Financial Planning, In Service Withdrawal, Monarch, Northrop Grumman, Option 1 withdrawal, Retired, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, access.att, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Verizon Pension, Verizon Seminar

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You know that you need life insurance. However, with the wide variety of insurance policies available, you may find choosing the right one difficult. It's really not as confusing as it seems, however, once you understand the basic types of life insurance policies.

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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

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Buying Supplemental Health Insurance: Medigap

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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

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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.

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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?

Definitions

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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

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