Financial Intel Monthly

What is the Difference Between a W-2 Form and a W-4 Form?

Apr 13, 2020 8:52:19 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, tax season, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG

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You probably know that Forms W-2 and W-4 are related to income taxes. And chances are you've filled out a W-4 form at least once and have received a W-2 form from your employer every year. But do you really understand the purpose each form serves?

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Year-End Tax Planning

Feb 6, 2020 2:21:06 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, tax season, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG

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As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is particularly true for year-end planning. You can't know where to go next if you don't know where you are now.
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