Tag Archives: The Retirement Group

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 →

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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 →

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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 →

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Leaving a Legacy 1/18/2012

Posted on January 18, 2012 by admin

This material was prepared by Broadridge Investor Communication Solutions, Inc., and does not necessarily represent the views of John Jastremski, Jeremy Keating, Erik J Larsen, Frank Esposito, Patrick Ray, Robert Welsch, Michael Reese, Brent Wolf, Andy Starostecki and The Retirement … Continue reading →

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The Roth 401(k) 1/16/2012

Posted on January 16, 2012 by admin

The Roth 401(k) 1/16/2012 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 … Continue reading →

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WEEKLY ECONOMIC UPDATE

Posted on January 3, 2012 by admin

John Jastremski Presents: WEEKLY ECONOMIC UPDATE January 2, 2012 STOCKS IN 2011: DJIA +5.5%, S&P 500 ENDS FLAT The Dow Jones Industrial Average bucked a global trend and advanced in 2011. The index rose 11.95% in the fourth quarter, a … Continue reading →

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Handling Market Volatility 1/01/2012

Posted on January 1, 2012 by admin

Handling Market Volatility 1/01/2012 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 it’s your money at stake. Though there’s no … Continue reading →

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How Much Annual Income Can Your Retirement Portfolio Provide? 12/30/2011

Posted on December 30, 2011 by admin

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 →

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Should You Pay Off Your Mortgage or Invest? 12/28/2011

Posted on December 28, 2011 by admin

Should You Pay Off Your Mortgage or Invest? 12/28/2011 Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial … Continue reading →

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Qualified Personal Residence Trust (QPRT) 12/27/2011

Posted on December 27, 2011 by admin

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 →

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