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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How to Appeal Your Property Taxes

Apr 2, 2020 11:12:00 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, taxes, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG

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Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers dispute their assessment.¹

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Filing Final Tax Returns for the Deceased

Feb 26, 2020 11:41:00 AM / 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, taxes, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG

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A Brief History of Estate Taxes

Feb 16, 2020 9:45:00 AM / 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, taxes, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG, Estate

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Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.

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Common Factors Affecting Retirement Income

Feb 24, 2019 3:49:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, credit score, Economy, ExxonMobil, income, investing, life savings, retirement planning, taxes, 401K, 72T, Age Penalties, age penalties, ATT, AT&T 401K, AT&T seminar, benefit commencement date, Best adviser, Verizon Seminar

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When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement you envision.

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INHERITING AN IRA

Feb 9, 2019 9:00:30 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ExxonMobil, financial freedom, In Service Withdrawal, ira, Lump Sum, netbenefits, resources.hewitt, taxes, The Retirement Group, The Retirement Group LLC, 401K, 72t

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Money & Taxes After Marriage

Feb 3, 2019 9:00:44 AM / by The Retirement Group (800) 900-5867 posted in financial freedom, Financial Planning, Money, money management, PG&E, taxes, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Best adviser

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Taking Taxes Into Account When Saving & Investing

Jan 22, 2019 9:00:25 AM / by The Retirement Group (800) 900-5867 posted in finance, financial freedom, forex, investing, investment, savings, taxes, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Best adviser, bitcoin

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Taking Taxes Into Account When Saving & Investing isn’t always top of mind, but it should be.

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Municipal Bond Basics

Jan 11, 2019 11:48:06 AM / by The Retirement Group (800) 900-5867 posted in bonds, CAM Annuity, Chevron, cryptocurrency, Economic Report, ERB, ExxonMobil, Financial Planning, Hewitt, hr1stop, investing, Money, Northrop Grumman, stocks, tax advantage, taxes, 401K, 72T, 72t, benefit commencement date, bitcoin

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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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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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