Financial Intel Monthly

Women and Money: Taking Control of Your Finances.

Sep 8, 2020 1:28:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ExxonMobil, financial freedom, income, PG&E, savings, taxes, 401k, 72T, access.att, Age Penalties, age penalties, AT&T 401K, Benefit Commencement Date, benefit commencement date, Best adviser, Verizon Workshop

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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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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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Financial Planning--Helping You See the Big Picture

Jun 10, 2019 9:12:14 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Financial Planning, Lump Sum, Pension Options, PG&E, resources.hewitt, Retired, 401K, 72t, age penalties, AT&T 401K, AT&T Pension, AT&T seminar, Best adviser, Verizon Seminar

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Financial Planning--Helping You See the Big Picture

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529 College Savings Plans

Mar 2, 2019 8:40:03 AM / by The Retirement Group (800) 900-5867 posted in Chevron, ExxonMobil, Northrop Grumman, PG&E, The Retirement Group LLC, 401K, 401k, 401K.com, 72T, 72t, access.att, AT&T 401K, Benefit Commencement Date, benefit commencement date, Verizon Workshop

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Understanding the Net Investment Income Tax

Mar 1, 2019 5:01:27 PM / by The Retirement Group (800) 900-5867 posted in Chevron, Financial Planning, Northrop Grumman, PG&E, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, AT&T Pension, att workshop, Workshops, Verizon Workshop, VZ

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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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Contemplating Bankruptcy

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Financial Planning, Hewitt, In Service Withdrawal, netbenefits, Northrop Grumman, Option 1 withdrawal, PG&E, Seminar, 401K, 401K.com, age penalties, Alex Mele, AT&T Pension, AT&T seminar, Benefit Commencement Date, benefit commencement date

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Contemplating Bankruptcy

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Opening the Door to Homeowners Insurance

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in ExxonMobil, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension Options, PG&E, The Retirement Group LLC, 401K, 72t, Age Penalties, age penalties, AT&T seminar, att workshop

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Your home is your castle, so the saying goes. And you're going to want to protect it. Homeowners insurance can give you just the protection you need. It provides coverage if your home is damaged or destroyed. It also covers your family's possessions and provides you with compensation for liability claims, medical expenses, and other expenditures that result from property damage and bodily injury suffered by others.

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