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Tag Archives: Verizon Workshop
Market Week: January 30, 2012
Market Week: January 30, 2012 The Markets A rally in domestic equities in response to Wednesday’s Fed announcement of plans to keep interest rates low couldn’t be sustained through the rest of the week. The Nasdaq and small-cap Russell 2000 … Continue reading
Posted in 401(k), 401K.com, ATT
Tagged 401K, Alex mele, AT&T 401K, AT&T Pension, att workshop, Communications Workers of America, Financial Planning, In Service Withdrawal, Jeremy Keating, John Jastremski, Northrop Grumman, Texas Instrument, Verizon Workshop
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Trust Basics 1/28/2012
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 Alex mele, AT&T 401K, CAM Annuity, John Jastremski, The Retirement Group, Verizon Workshop
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Social Security: What Should You Do at Age 62? 1/9/2012
Social Security: What Should You Do at Age 62? 1/9/2012 Is 62 your lucky number? If you’re eligible, that’s the earliest age you can start receiving Social Security retirement benefits. If you decide to start collecting benefits before your full … Continue reading
Posted in Financial Planning, John Jastremski, Retirement Planning
Tagged 401K, CAM Annuity, Communications Workers of America, In Service Withdrawal, resources.hewitt, Verizon Workshop
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Annual Market Review 2011
January 03, 2012 Annual Market Review 2011 The global village became very real as 2011 was consumed by debt, debate, downgrades, and potential default both here and overseas. U.S. economic data had to struggle for months against headwinds from abroad … Continue reading
Posted in 401(k), CAM Annuity, Economic Report
Tagged 401K, Alex mele, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, CAM Annuity, Chevron, Communications Workers of America, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Jeremy Keating, Lloyd Silvers, Lump Sum, Northrop Grumman, Verizon Workshop
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Handling Market Volatility 1/01/2012
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
Posted in 401K.com, Investing and the Markets, Investment, John Jastremski
Tagged AT&T Pension, AT&T seminar, Financial Planning, Lump Sum, Retirement, The Retirement Group, The Retirement Group LLC, Verizon Workshop
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How Much Annual Income Can Your Retirement Portfolio Provide? 12/30/2011
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
Posted in 401(k), Financial Planning, Investment
Tagged 401K, AT&T seminar, CAM Annuity, Communications Workers of America, John Jastremski, The Retirement Group, Verizon Workshop
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Income in Respect of a Decedent 12/24/2011
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
Posted in Estate Planning, Financial Planning, Insurance
Tagged 401K, att workshop, CAM Annuity, John Jastremski, The Retirement Group, Verizon Workshop
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