Tag Archives: PPA

Reaching Retirement: Now What? -by John Jastremski

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 your retirement savings will last. Review … Continue reading

Posted in 401K.com, Estate Planning, PPA, The Retirement Group John Jastremski, Verizon, Why Investment | Tagged , , , , , , , , , , , , , | Comments Off

Trusteed IRAs -by John Jastremski

The tax code allows IRAs to be created as trust accounts, custodial accounts, and annuity contracts. Regardless of the form, the federal tax rules are generally the same for all IRAs. But the structure of the IRA agreement can have … Continue reading

Posted in 72T, Investment, PBGC, Qwest, Resources.Hewitt, The Retirement Group LLC | Tagged , , , , , , , , , | Comments Off

Handling Market Volatility -by John Jastremski

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there’s no foolproof way to handle … Continue reading

Posted in 401(k), CAM Annuity, Financial Planning, Pension Options, The Retirement Group John Jastremski, Verizon | Tagged , , , , , , , , , , | Comments Off

Distribution Funds: Putting Income on Autopilot -by John Jastremski

As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets can be converted into an ongoing stream of income. Distribution funds are one way to simplify that process. Distribution funds are actively … Continue reading

Posted in Access.ATT, EISP, Investment, The Retirement Group John Jastremski, Verizon | Tagged , , , , , , , , | Comments Off

Socially Responsible Investing -by John Jastremski

Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to … Continue reading

Posted in 401(k), John Jastremski, Pension, The Retirement Group LLC, Verizon | Tagged , , , , , , , , | Comments Off

Guarding Against Identity Theft. Take steps so criminals won’t take vital information from you. By John Jastremski

Guarding Against Identity Theft Take steps so criminals won’t take vital information from you.                                                     America is enduring a data breach epidemic. As 2013 ended, the federal Bureau of Justice Statistics released its 2012 Victims of Identity Theft report. … Continue reading

Posted in 401(k), 72T, CAM Annuity, Financial Planning, Investing and the Markets | Tagged , , , , , , | Comments Off

Women & Money Paralysis by John Jastremski

Women & Money Paralysis Not making a move may not be the best move to make.         A decision not made may have financial consequences. There is an old belief that women are more cautious about money than … Continue reading

Posted in 401(k), 72T, ATT, Financial Planning, Option 1 Withdrawal | Tagged , , , , , , , , | Comments Off

Financial Considerations for 2014 By John Jastremski

Financial Considerations for 2014 What changes should we consider making for next year?   2014 is really not too far away. Fall is the time of year when the financially savvy start to look for ways to reduce their taxes … Continue reading

Posted in CAM Annuity, ESRO, Investing and the Markets, John Jastremski, netbenefit, The Retirement Group John Jastremski | Tagged , , , , , , | Comments Off

Weekly Economic Update 11/18/13 by John Jastremski

November 18, 2013 YELLEN EMPHASIZES FURTHER EASING While conceding that the Federal Reserve’s current stimulus effort “will not continue indefinitely,” Federal Reserve chair nominee Janet Yellen sounded decidedly dovish at her confirmation hearing in the Senate last week. “Supporting the … Continue reading

Posted in 401(k), 72T, CAM Annuity, Economic Report, Investment, Ira Rollover | Tagged , , , , , , , , , | Comments Off

The Government Shutdown

Basic information and frequently asked questions. As you have no doubt heard, the United States government shut down at midnight (Eastern) October 1, 2013. There are many questions and concerns about this situation, but here are some basics. What happened? In … Continue reading

Posted in CAM Annuity, Economic Report, Pension, Types of Investment, Verizon, Why Investment | Tagged , , , , , | Comments Off