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Category Archives: Financial Planning
Market Week: January 9, 2012
Market Week: January 9, 2012 The Markets So far, so good: The new year got off to a moderately encouraging start, beginning with solid reports on manufacturing and construction and ending with a fourth month of improved employment data. The … Continue reading
Posted in 401(k), CAM Annuity, Financial Planning
Tagged 401K, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, CAM Annuity, Communications Workers of America, Erik Larsen, ExxonMobil, Financial Planning, In Service Withdrawal, John Jastremski, Lloyd Silvers, netbenefits, Northrop Grumman, resources.hewitt
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Social Security: What Should You Do at Age 62? 1/9/2012
Social Security: What Should You Do at Age 62? 1/9/2012 Is 62 your lucky number? If you’re eligible, that’s the earliest age you can start receiving Social Security retirement benefits. If you decide to start collecting benefits before your full … Continue reading
Posted in Financial Planning, John Jastremski, Retirement Planning
Tagged 401K, CAM Annuity, Communications Workers of America, In Service Withdrawal, resources.hewitt, Verizon Workshop
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How Much Annual Income Can Your Retirement Portfolio Provide? 12/30/2011
How Much Annual Income Can Your Retirement Portfolio Provide? 12/30/2011 Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take … Continue reading
Posted in 401(k), Financial Planning, Investment
Tagged 401K, AT&T seminar, CAM Annuity, Communications Workers of America, John Jastremski, The Retirement Group, Verizon Workshop
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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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MARKET WEEK: DECEMBER 19, 2011
The Markets Domestic equities gave back last week’s gains and then some. The Dow once again fell below the 12,000 mark but managed to remain the only domestic index in positive territory for the year, while the tech-heavy Nasdaq was … Continue reading
Posted in 401K.com, Financial Planning, Investing and the Markets
Tagged Alex mele, AT&T Pension, CAM Annuity, Chevron, Communications Workers of America, ERB, Erik Larsen, ExxonMobil, In Service Withdrawal, Jeremy Keating, Lloyd Silvers, Seminar
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