Tag Archives: The Retirement Group

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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Income in Respect of a Decedent 12/24/2011

Posted on December 24, 2011 by admin

Income in Respect of a Decedent 12/24/2011 Taxpayers are generally required to recognize income for federal income tax purposes in the year in which it is received. If, however, someone dies before receiving income to which he or she is … Continue reading →

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Funding Your Future with a Fixed Annuity 12/12/2011

Posted on December 12, 2011 by admin

Funding Your Future with a Fixed Annuity  12/12/2011   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 … Continue reading →

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Choosing Your State of Domicile

Posted on November 25, 2011 by admin

Choosing Your State of Domicile What is it? Your domicile is the state where you maintain your legal residence. Domicile is determined by intent, rather than by the length of time you spend in a state. You may establish a … Continue reading →

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