Category Archives: Pension Option

The Sequester Looms

Posted on February 28, 2013 by admin

If federal budget cuts occur March 1, how might they be felt economically? On March 1, $85 billion in federal budget cuts are supposed to take place – and it doesn’t look like they will be delayed any longer. Congress … Continue reading →

Posted in 401(k), 401K.com, ATT, CAM Annuity, Economic Report, ERB, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , , , , , , , , , , , , , , , | Comments Off

The Right Beneficiary

Posted on February 26, 2013 by admin

Who should inherit your IRA or 401(k)? See that they do. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a … Continue reading →

Posted in 401(k), 401K.com, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , , , , , , , , , , | Comments Off

HOW MUCH RETIREMENT INCOME WILL YOU REALLY NEED?

Posted on February 21, 2013 by admin

Many people underestimate lifestyle costs, medical expenses and inflation. Presented by «representativename»  What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard or read that you need about 70% of your end … Continue reading →

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, Pension, Pension Option, PPA, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Verizon, Why Investment | Tagged , , , , , , , , , , , , | Comments Off

Building an Emergency Fund

Posted on February 19, 2013 by admin

BUILDING AN EMERGENCY FUND Creating a financial cushion for stressful times. Presented by «representativename» How would you respond to sudden financial demands? We all define “emergencies” differently, but we are not immune to them. How can we plan to stay … Continue reading →

Posted in 401(k), 401K.com, Access.ATT, ATT, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Pension, Pension Option, Rate Cut, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Verizon | Tagged , , , , , , , | Comments Off

Weekly Economic Update

Posted on January 28, 2013 by admin

HOMEBUYING DECREASES IN DECEMBER Last month, existing home sales slumped 1.0% and new home sales tumbled 7.3%. Year-over-year numbers, however, remain hugely positive. Residential resales improved 12.8% in 2012, with December’s median single-family home price up 11.5% from a year … Continue reading →

Posted in 401(k), ATT, CAM Annuity, Exxonmobil, John Jastremski, Pension, Pension Option, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment | Tagged , , , , | Comments Off

529 College Savings Plans

Posted on December 12, 2012 by admin

Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529 college … Continue reading →

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , | Comments Off

401(K) Plans

Posted on December 11, 2012 by admin

Qualified cash or deferred arrangements (CODAs) permitted under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans. How does a 401(k) plan work? With … Continue reading →

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , | Comments Off

Weekly Economic Update

Posted on December 10, 2012 by admin

JOBLESS RATE DROPS, SURPRISING ANALYSTS Non-farm payrolls expanded by 146,000 positions in November. Economists polled by Reuters had expected only 93,000 new jobs because of the impact of Superstorm Sandy. Yet while the jobless rate dipped to 7.7% last month, … Continue reading →

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , , | Comments Off

2012 Year-End Tax Planning

Posted on December 7, 2012 by admin

Given the current level of uncertainty, year-end tax planning for 2012 is extremely challenging. With a host of major tax provisions expiring at year-end, and new taxes taking effect January 1, 2013, some year-end moves have the potential for significant … Continue reading →

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , , , | Comments Off

Economic Update December 3, 2012

Posted on December 3, 2012 by admin

SPENDING DOWN, CONFIDENCE & GDP UP Personal spending decreased 0.2% in October, the first monthly retreat since June, possibly attributable to Superstorm Sandy. (Consumer spending dipped 0.3% when adjusted for inflation.) Personal income was flat in October for the first … Continue reading →

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