Tag Archives: Verizon Workshop

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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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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Bonds, Interest Rates, and the Impact of Inflation

Posted on December 16, 2011 by admin

Bonds, Interest Rates, and the Impact of Inflation There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond’s price. Many people who invest in bonds because … Continue reading →

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Stretch IRAs 12/10/2011

Posted on December 10, 2011 by admin

Stretch IRAs  12/10/2011 The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) with provisions that make it easier to “stretch out” the time that funds can stay in your IRA after … Continue reading →

Posted in 401(k), Economic Report, Investing and the Markets, Investment, John Jastremski | Tagged , , , , , , | Comments Off

Trusteed IRAs

Posted on December 9, 2011 by admin

Trusteed IRAs 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 … Continue reading →

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WEEKLY ECONOMIC UPDATE 2011-11-28

Posted on November 28, 2011 by admin

«John Jastremski» Presents: WEEKLY ECONOMIC UPDATE                     November 28, 2011   A TINY INCREASE IN CONSUMER SPENDING Personal spending advanced by just 0.1% in October, the smallest gain in four months, … Continue reading →

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Understanding IRAs

Posted on November 18, 2011 by admin

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, … Continue reading →

Posted in 72T, ATT, Economic Report, EIPP, EISP, Mortgages, Option 1 Withdrawal, Retirement Planning | Tagged , , , , , , , , , , , , , | Comments Off

Bonds, Interest Rates, and the Impact of Inflation

Posted on November 18, 2011 by admin

The inflation/interest rate cycle at a glance When prices rise, bondholders worry that the interest they’re paid won’t buy as much. To control inflation, the Fed may raise interest rates to get investors to lend money by purchasing bonds. When … Continue reading →

Posted in Economic Report, ESRO, Exxonmobil, Insurance, Investment, Pension, Pension Options, Rate Cut, Retirement Planning | Tagged , , , , , , , , , , , , | Comments Off

How Grandparents Can Help Grandchildren with College Costs 11/12/2011

Posted on November 12, 2011 by admin

How Grandparents Can Help Grandchildren with College Costs  11/12/2011   As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went … Continue reading →

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All about IRAs

Posted on November 10, 2011 by admin

                                                                        November 07, 2011     All about IRAs   An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to … Continue reading →

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