Financial Intel Monthly

Investing in Stocks

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Chevron, Exxon Mobil, Financial Planning, Lump Sum, Michael Tomren, Northrop Grumman, Pension Options, resources.hewitt, Retired, Seminar, The Retirement Group LLC, 401K, 401K.com, 72t, age penalties, AT&T Pension, att workshop, benefit commencement date, Walter Reese

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Investing in Stocks

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INHERITING AN IRA

Feb 18, 2019 6:20:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, erik Larsen, ESRO, ExxonMobil, In Service Withdrawal, ira, Jeremy Keating, Jon Guay, Justin Irving, Lump Sum, Matt Nelson, Michael Tomren, Money, netbenefits, Pension Options, resources.hewitt, The Retirement Group, The Retirement Group LLC, 401K, 72T, 72t, Alex Mele, Verizon Workshop

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Make sure you pay attention to the rules.

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Should You Retire Now, Or Later?

Feb 2, 2015 7:25:39 AM / by The Retirement Group (800) 900-5867 posted in Brent Wolf, CAM Annuity, Chevron, Chris Huber, erik Larsen, ExxonMobil, Frank Esposito, Jeremy Keating, Jodi Ripp, Jon Guay, Justin Irving, Lloyd Silvers, Matt Nelson, Michael Reese, Michael Tomren, Steve Boblis, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, Alex Mele, AT&T 401K, AT&T seminar, benefit commencement date, Best adviser, Walter Reese

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Financially, there are reasons why you may want to work a bit longer.  

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Here is what you need to know for 2014 By John Jastremski

Jan 27, 2014 5:08:22 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, In Service Withdrawal, Jeremy Keating, Michael Reese, Michael Tomren, Option 1 withdrawal, The Retirement Group, The Retirement Group John Jastremski, 72t, age penalties, att workshop, benefit commencement date, Best adviser

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2014 IRA Deadlines Are Approaching

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Bearish Thoughts Persist in a Bull Market. Are memories of the downturn hurting the financial potential of boomers?

Jan 16, 2014 2:27:25 PM / by The Retirement Group (800) 900-5867 posted in Early Retirement, Economy, Financial Planning, In Service Withdrawal, Michael Tomren, Pension Options, Seminar, 401K, 401k, att workshop, benefit commencement date, Best adviser, Verizon Workshop

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Bearish Thoughts Persist in a Bull Market

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Planning for Social Security

Sep 20, 2013 8:54:50 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Early Retirement, Economic Report, Financial Planning, Lump Sum, Michael Tomren, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension Options, Retired, Retirement, Retirement Planning, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, Age Penalties, AT&T seminar, Benefit Commencement Date, benefit commencement date, benefits help, Verizon Pension

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The Retirement Group
800-900-5867
Fax: 866-936-0750
info@theretirementgroup.com
theretirementgroup.com

Planning for Social Security
Social Security Retirement Benefits
Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor's, disability, and other benefits, retirement benefits are still the cornerstone of the program.
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How Earnings Affect Social Security
If you begin to receive Social Security retirement (or survivor's) benefits before you reach full retirement age, money you earn over a certain limit will reduce the amount of your Social Security benefit.
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Timing Your Earnings in Retirement to Optimize Your Social Security Retirement Benefit 
If you work after you begin receiving Social Security retirement benefits, you may lose all or part of your retirement benefit if your earnings exceed the retirement earnings exempt amount. However, you won't lose benefits due to excess earnings once you reach normal retirement age, and it's possible to time your earnings in retirement in order to optimize your benefit.
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Sources of Retirement Income: Filling the Social Security Gap
Sources of Retirement Income: Filling the Social Security Gap illustration.
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Refer a friend
Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2011.This material was prepared by Broadridge Investor Communication Solutions, Inc., and does not necessarily represent the views of John Jastremski, Jeremy Keating, Erik J Larsen, Frank Esposito, Patrick Ray, Robert Welsch, Michael Reese, Brent Wolf, Andy Starostecki and The Retirement Group or FSC Financial Corp. This information should not be construed as investment advice. Neither the named Representatives nor Broker/Dealer gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. The publisher is not engaged in rendering legal, accounting or other professional services. If other expert assistance is needed, the reader is advised to engage the services of a competent professional. Please consult your Financial Advisor for further information or call 800-900-5867.

The Retirement Group is not affiliated with nor endorsed by fidelity.com, netbenefits.fidelity.com, hewitt.com, resources.hewitt.com,  access.att.com, ING Retirement, AT&T, Qwest, Chevron, Hughes, Northrop Grumman, Raytheon, ExxonMobil, Glaxosmithkline, Merck, Pfizer, Verizon, Bank of America, Alcatel-Lucent or by your employer. We are an independent financial advisory group that specializes in transition planning and lump sum distribution. Please call our office at 800-900-5867 if you have additional questions or need help in the retirement planning process.

John Jastremski is a Representative with FSC Securities and may be reached at www.theretirementgroup.com.
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THE RIGHT BENEFICIARY by John Jastremski

Sep 4, 2013 8:11:00 PM / by The Retirement Group (800) 900-5867 posted in Early Retirement, Economic Report, erik Larsen, Lump Sum, Matt Nelson, Michael Tomren, Option 1 Withdrawal, Pension, Retired, Retirement, Retirement Planning, Seminar, The Retirement Group, The Retirement Group John Jastremski, 401k, Alex Mele, ATT, Benefit Commencement Date, benefits help

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Who have you chosen to inherit your assets?
It may be wise to review your choices.

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THE VALUE OF A FEE-BASED ADVISOR by John Jastremski

Sep 4, 2013 5:09:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Early Retirement, Financial Planning, Lump Sum, Michael Reese, Michael Tomren, Option 1 Withdrawal, Retired, Retirement, Retirement Planning, RIF, Seminar, Steve Boblis, The Retirement Group LLC, 401k, 401K.com, 72T, access.att

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A shared goal, a stronger relationship.

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IS YOUR ADVISOR PROACTIVE? by John Jastremski

Sep 2, 2013 8:50:00 PM / by The Retirement Group (800) 900-5867 posted in Brent Wolf, erik Larsen, ESRO, Financial Planning, In Service Withdrawal, Jon Guay, Justin Irving, Matt Nelson, Michael Tomren, Monarch, netbenefits, NGC, Option 1 Withdrawal, Pension Options, Retirement, Retirement Planning, The Retirement Group, The Retirement Group John Jastremski, The Retirement Group LLC, Uncategorized, Age Penalties, ATT, benefits help, Workshops, Verizon Workshop

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Here’s hoping your financial consultant has kept up with the times.

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How Much Health Care Reform Will We See By 2014? by John Jastremski

Aug 27, 2013 10:19:04 AM / by The Retirement Group (800) 900-5867 posted in ExxonMobil, Financial Planning, In Service Withdrawal, Michael Tomren, netbenefits, The Retirement Group, The Retirement Group LLC, Verizon 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, AT&T seminar

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How Much Health Care Reform Will We See By 2014?

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The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies through monthly newsletters and seminars given throughout the United States. Our knowledgeable representatives will educate you through workshops conveniently conducted near you. Please attend a free workshop, read the Asset Allocation Questionnaire, call us at 800-900-5867, email us at info@theretirementgroup.com, or visit the contact page on this website to learn more. Visit our blog for more Client Articles!

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Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC., a registered investment advisor not affiliated with FSC Securities Corporation.

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