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

0 Comments

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?

Read More

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

0 Comments

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.

Read More

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

0 Comments

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.

Read More

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

0 Comments

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

Read More

Tax Planning Tips: Disability Insurance

Nov 15, 2019 2:00:00 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 Withdrawal, Option 1 withdrawal, Pension, Pension Options, resources.hewitt, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, age penalties, AT&T seminar, Benefit Commencement Date, benefit commencement date, Workshops, TRG

0 Comments

The income you receive from disability income insurance may or may not be taxable. The taxability of disability income insurance benefits depends on what type of benefits you receive, whether the premiums were paid with pretax or after-tax dollars, and who paid the premiums (you or your employer).
Read More

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

0 Comments

Financial Planning--Helping You See the Big Picture

Read More

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

0 Comments


Investing in Stocks

Read More

Are You Covered If . . . ?

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Financial Planning, In Service Withdrawal, netbenefits, Northrop Grumman, resources.hewitt, The Retirement Group LLC, 401K, 72t, access.att, age penalties, ATT, AT&T seminar, benefit commencement date, Best adviser

0 Comments


If something just happened and you need to know if you're covered, you should immediately call your insurer or agent or take a look at your policy. But if you're simply wondering what's covered (and what's not) for future reference, you might start by familiarizing yourself with some real-life scenarios.

Read More

Life Insurance and Charitable Giving

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Financial Planning, Northrop Grumman, Option 1 withdrawal, PPA, resources.hewitt, Retired, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72T, age penalties, ATT, AT&T seminar, benefit commencement date

0 Comments


Life Insurance and Charitable Giving

Read More

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

0 Comments

Make sure you pay attention to the rules.

Read More

Something Powerful

Tell The Reader More

Check the background of this investment professional on FINRA BrokerCheck

TRG Guide

Subscribe to Email Updates

Lists by Topic

see all

Posts by Topic

See all

Recent Posts