Financial Intel Monthly

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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Nonqualified Deferred Compensation (NQDC) Plans

Jan 11, 2019 9:00:39 AM / by The Retirement Group (800) 900-5867 posted in Early Retirement, ESRO, In Service Withdrawal, Retirement, age penalties, AT&T seminar, benefits help, Workshops, Verizon Pension

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architecture buildings city fog


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Concentrated Stock Positions: Considerations and Strategies

Jan 11, 2019 12:42:37 AM / by The Retirement Group (800) 900-5867 posted in capital, Chevron, ExxonMobil, financial freedom, Financial Planning, Hewitt, In Service Withdrawal, investing, Money, Retirement Planning, shares, stock, stock market, tax advantage, taxes, The Retirement Group LLC, access.att, age penalties, AT&T 401K, benefit commencement date, benefits help, wallstreet, Verizon Seminar, Verizon Workshop

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space grey ipad air with graph on brown wooden table

Whether you inherited a large holding, exercised options to buy your company's stock, sold a private business, hold restricted stock, or have benefitted from repeated stock splits over the years, having a large position in a single stock carries unique challenges. Even if the stock has done well, you may want more diversification, or have new financial goals that require a shift in strategy.

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What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½?

Jan 8, 2019 10:36:17 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Early Retirement, early retirement, Economic Report, Economy, family, financial education, health insurance, investment, military, Money, real estate, taxes, 401K, 401k, 72T, Age Penalties, benefits help, medicare

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