Tag Archives: Erik Larsen

Reaching Retirement — Now What?

Posted on April 10, 2013 by admin

Reaching Retirement– Now What? Reaching Retirement You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets so that … Continue reading →

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Economic Update

Posted on March 27, 2013 by admin

WINTER DOESN’T DETER HOMEBUYERS   According to the National Association of Realtors, existing home sales rose 0.8% in February. The sales pace hit 4.98 million units, a 39-month high. The inventory of homes for sale increased 9.6% last month, recovering … Continue reading →

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Stretch IRAs

Posted on March 15, 2013 by admin

Stretch IRAs 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 your … Continue reading →

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Weekly Economic Update

Posted on March 13, 2013 by admin

 March 11, 2013    HIRING HAS REALLY PICKED UP During June-August 2012, non-farm payrolls grew by an average of 135,000 jobs a month. Across September-November, that average improved to 181,000 per month. From December-February, the economy added an average of … Continue reading →

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Tips for Retirement

Posted on March 1, 2013 by admin

A few simple steps to help you get started on the right foot. Planning financially for retirement may feel overwhelming. For some, that feeling is what keeps them from really focusing on and implementing a plan. If you haven’t started … Continue reading →

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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

NUA

Posted on February 13, 2013 by admin

  Net Unrealized Appreciation: The Untold Story If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer’s stock, you need to know about net unrealized appreciation–a simple tax deferral opportunity with … Continue reading →

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IRAs

Posted on February 12, 2013 by admin

All about IRAs An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a … Continue reading →

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