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Category Archives: Estate Planning
Stretch IRAs 3/27/2012
Stretch IRAs 3/27/2012 The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) with provisions that make it easier to “stretch out” the time that funds can stay in your IRA after … Continue reading
Posted in Estate Planning, Retirement Planning, Types of Investment
Tagged AT&T seminar, Lump Sum, Seminar, Texas Instrument
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Fidelity Netbenefits
FIDELITY NETBENEFITS Whether you are three months or three years away from retiring, The Retirement Group has and will strive to provide you with the best possible service in retirement planning. A major benefits administrator that The Retirement Group works with is … Continue reading
Posted in 401(k), Estate Planning, Financial Planning, Investment, The Retirement Group LLC, Why Investment
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Funding Your Future with a Fixed Annuity 2/25/2012
Funding Your Future with a Fixed Annuity 2/25/2012 A fixed annuity is a contract between you and an annuity issuer, usually an insurance company. In its simplest form, you pay money to the annuity issuer; the issuer invests the funds … Continue reading
Posted in ATT, Estate Planning, Pension Option, Pension Plan
Tagged 401K, AT&T Pension, ATT, CAM Annuity, John Jastremski, The Retirement Group, The Retirement Group LLC
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Market Week: January 3, 2012
Market Week: January 3, 2012 The Markets Shortened by the Christmas holiday, the last week of 2011 saw low volumes that, despite some volatility, left the domestic equity indices little changed. The Dow was the only one of the four … Continue reading
Posted in 401(k), Estate Planning, Exxonmobil
Tagged 401K, Alex mele, AT&T 401K, AT&T Pension, AT&T seminar, ATT, att workshop, CAM Annuity, Communications Workers of America, Financial Planning, In Service Withdrawal, Jeremy Keating, Texas Instrument
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Qualified Personal Residence Trust (QPRT) 12/27/2011
Qualified Personal Residence Trust (QPRT) 12/27/2011 A qualified personal residence trust (QPRT) offers an excellent opportunity for homeowners with taxable estates to minimize federal gift tax and avoid federal estate tax. What is a QPRT? A QPRT (pronounced “Q-Pert,” and … Continue reading
Posted in Estate Planning, Financial Planning, Investment
Tagged 401K, Communications Workers of America, Financial Planning, John Jastremski, Lump Sum, resources.hewitt, The Retirement Group
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Weekly Economic Update
John Jastremski Presents: Weekly Economic Update December 26, 2011 PAYROLL TAX HOLIDAY EXTENDED FOR 2 MONTHS Friday, President Obama signed an extension of the payroll tax cut lasting through February 29. The stopgap legislation also extends long-term unemployment benefits through … Continue reading
Posted in Economic Report, Estate Planning, Exxonmobil, Financial Planning
Tagged Alex mele, AT&T 401K, AT&T Pension, AT&T seminar, Communications Workers of America, ExxonMobil, John Jastremski, Lloyd Silvers, Matt Nelson, netbenefits, Pension
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Income in Respect of a Decedent 12/24/2011
Income in Respect of a Decedent 12/24/2011 Taxpayers are generally required to recognize income for federal income tax purposes in the year in which it is received. If, however, someone dies before receiving income to which he or she is … Continue reading
Posted in Estate Planning, Financial Planning, Insurance
Tagged 401K, att workshop, CAM Annuity, John Jastremski, The Retirement Group, Verizon Workshop
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Financial Planning–Helping You See the Big Picture
Financial Planning–Helping You See the Big Picture Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with … Continue reading
Posted in CAM Annuity, Economic Report, Estate Planning
Tagged Alex mele, AT&T 401K, AT&T Pension, AT&T seminar, CAM Annuity, Chevron, Communications Workers of America, ERB, Erik Larsen, resources.hewitt, The Retirement Group LLC, Workshops
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