Financial Intel Monthly

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

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Junction, City, Aerial View, Urban, Road

Tax-deferred annuities can be a valuable tool, particularly for retirement savings. However, they are not appropriate for everyone.

Five questions to consider

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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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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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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

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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?

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Driving Defensively at Any Age

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Brent Wolf, ExxonMobil, Financial Planning, In Service Withdrawal, Option 1 withdrawal, Pension Options, The Retirement Group, 401K.com, age penalties, AT&T seminar, benefit commencement date, benefits help

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Ah, the lure of the road! There's nothing like the ability to hop in the car and go. Driving gives us a sense of freedom, mobility, and convenience. If you want to stay safe (and keep your insurance premiums low), you'll need to drive defensively.

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HMOs and PPOs: What's the Difference?

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Chevron, Financial Planning, In Service Withdrawal, Northrop Grumman, Option 1 withdrawal, PG&E, Retired, The Retirement Group LLC, 401K, 72T, 72t, Age Penalties, age penalties, AT&T seminar, benefit commencement date, benefits help

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Buying Short-Term Health Insurance

Feb 18, 2019 5:20:46 PM / by The Retirement Group (800) 900-5867 posted in ExxonMobil, financial freedom, Financial Planning, health insurance, insurance, Money, The Retirement Group LLC, 72t, age penalties, AT&T Pension, AT&T seminar, Benefit Commencement Date, benefit commencement date, benefits help, Verizon Pension

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doctor pointing at tablet laptop Buying Short-Term Health Insurance

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What Do Long-Term Care Insurance Policies Cover?

Jan 28, 2019 7:21:49 AM / by The Retirement Group (800) 900-5867 posted in Early Retirement, Economy, financial freedom, health insurance, healthcare, income, invest, Money, priorities, Retirement, Retirement Planning, retirement planning, The Retirement Group, 401k, 72T, access.att, ATT, benefits help

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Choosing an Income Tax Filing Status

Jan 12, 2019 10:12:46 AM / by The Retirement Group (800) 900-5867 posted in cash back, cash refunds, disposable, Economic Report, finance, Financial Planning, tax advantage, 401k, Age Penalties, benefit commencement date, benefits help, Best blog

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Caring for Your Aging Parents

Jan 11, 2019 10:25:07 AM / by The Retirement Group (800) 900-5867 posted in cargiver, Early Retirement, Economic Report, Economy, financial education, financial freedom, life insurance, life savings, 401k, Age Penalties, benefits help, medicaid, medical

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