Tag Archives: The Retirement Group

How Much Annual Income Can Your Retirement Portfolio Provide?

Posted on April 30, 2012 by admin

How Much Annual Income Can Your Retirement Portfolio Provide? 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 out … Continue reading →

Posted in Investment, John Jastremski, Retirement Planning | Tagged , , , | Comments Off

The Roth 401(k)

Posted on April 28, 2012 by admin

The Roth 401(k) Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you’re lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement … Continue reading →

Posted in Financial Planning, Retirement Planning, The Retirement Group John Jastremski | Tagged , , , , | Comments Off

Traditional Pension Plans

Posted on April 9, 2012 by admin

In general If you participate in a traditional pension plan at work (technically known as a qualified defined benefit plan), you’ll generally be entitled to receive monthly benefits from the plan after you retire. These benefits are usually based on your … Continue reading →

Posted in ATT, Investment, Retirement Planning | Tagged , , , , , , , , | Comments Off

Repairing Poor Credit

Posted on April 5, 2012 by admin

What is it? Improving poor credit can be a long and arduous process. If you have struggled through a period of financial difficulty, or even filed for bankruptcy, your ability to obtain credit may be compromised long after you have … Continue reading →

Posted in 401(k), 401K.com, Financial Planning | Tagged , , , , , , , , , | Comments Off

Investment Tax Planning

Posted on April 2, 2012 by admin

Introduction Investment planning can be important for several reasons. However, any discussion of investment planning is incomplete without a thorough understanding of the applicable income tax ramifications. Tax planning can help you reduce the tax cost of your investments. Once … Continue reading →

Posted in 401(k), 72T, Economic Report, EISP | Tagged , , , , , , , | Comments Off

Working During Retirement 3/29/2012

Posted on March 29, 2012 by admin

Working During Retirement  3/29/2012 Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work during retirement? Obviously, if … Continue reading →

Posted in Financial Planning, Investment, The Retirement Group John Jastremski | Tagged , , , , , | Comments Off

Funding Your Future with a Fixed Annuity 2/25/2012

Posted on February 25, 2012 by admin

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 , , , , , , | Comments Off

WEEKLY ECONOMIC UPDATE

Posted on February 1, 2012 by admin

John Jastremski Presents: WEEKLY ECONOMIC UPDATE January 30, 2012 ECONOMY GROWS 2.8% IN Q4 While this is the best GDP reading since Q2 2010, the initial estimate from the Bureau of Economic Analysis still disappointed the markets. Many economists and … Continue reading →

Posted in 401(k), 72T, Economic Report | Tagged , , , , , , , , , | Comments Off

Trust Basics 1/28/2012

Posted on January 28, 2012 by admin

Trust Basics 1/28/2012 Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many types … Continue reading →

Posted in 401(k), Financial Planning, John Jastremski | Tagged , , , , , | Comments Off

Self-Directed IRAs

Posted on January 22, 2012 by admin

Self-Directed IRAs A self-directed IRA isn’t a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that allows you to direct the investment of your IRA assets into nontraditional investments. For example, in … Continue reading →

Posted in 401(k), EIPP, EISP | Tagged , , , , , , , , , , , | Comments Off