Financial Intel Monthly

Funding a Buy-Sell Agreement with Life Insurance

Nov 12, 2019 3:00:00 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, Pension, Pension Options, Retirement, Retirement Planning, The Retirement Group LLC, Verizon, 401K, 72t, Age Penalties, age penalties, Benefit Commencement Date, benefit commencement date, Workshops, TRG

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As a partner or co-owner (private shareholder) of a business, you've spent years building a valuable financial interest in your company. You may have considered setting up a buy-sell agreement to ensure your surviving family a smooth sale of your business interest and are looking into funding methods. One of the first methods you should consider is life insurance. The life insurance that funds your buy-sell agreement will create a sum of money at your death that will be used to pay your family or your estate the full value of your ownership interest.

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Understanding IRAs

Nov 12, 2019 1:00:00 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, Pension, Pension Options, Retirement, Retirement Planning, The Retirement Group LLC, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops, TRG

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Insuring a Condo or Co-Op

Nov 8, 2019 2:15:00 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, Pension, Pension Options, Retired, Retirement, Retirement Planning, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72t, Age Penalties, age penalties, AT&T seminar, att workshop, Benefit Commencement Date, benefit commencement date, Best adviser, Workshops, Verizon Pension, TRG

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Tapping the Equity in Your Home

Nov 7, 2019 2:15:00 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, Pension, Pension Options, Retired, Retirement, Retirement Planning, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72T, Age Penalties, Benefit Commencement Date, benefit commencement date, Workshops, TRG

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Tapping the Equity in Your Home

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Trust Basics

Nov 6, 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, Pension, Pension Options, Retired, Retirement, Retirement Planning, Seminar, The Retirement Group LLC, Verizon, 401K, 72t, age penalties, ATT, AT&T seminar, Benefit Commencement Date, benefit commencement date, Workshops, TRG

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Trust Basics

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Merck Conference Call!

Oct 16, 2019 3:42:27 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension, Pension Options, Retirement, retirement planning, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops, Merck

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Investing for Major Financial Goals

Sep 20, 2019 10:52:17 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension, Pension Options, Retirement, retirement planning, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is like. If you're lucky, you may end up with enough money to meet your needs, but you have no way to know for sure.

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Coordinating Long-Term Care Insurance with Government Benefits

Sep 4, 2019 9:46:12 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension, Pension Options, Retirement, retirement planning, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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If you're a senior, the future may present more of a concern than it once did--you may wonder what you'll do if your health deteriorates. If you must enter a nursing home, for example, how will you pay for it? Fortunately, you may have several options. One such option is long-term care insurance (LTCI). Government-regulated programs can also help. These include Medicare, Medigap, and Medicaid.

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What Is a Traditional IRA?

Sep 4, 2019 9:21:34 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension Options, Retirement, retirement planning, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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Traditional individual retirement accounts (IRAs) can be a good way to save for retirement. If you do not participate in an employer-sponsored retirement plan or would like to supplement that plan, a traditional IRA could work for you.

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Shopping for an Annuity

Sep 3, 2019 9:26:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension, Pension Options, Retirement, retirement planning, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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Although many insurance companies offer annuities with the same (or at least similar) features, that doesn't mean that all products and all companies are the same. As with all financial products, you should shop around and compare. Here are some things to consider when shopping for annuities.

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