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Tag Archives: Workshops
Stretch IRAs
Stretch IRAs 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 your … Continue reading
Posted in 401(k), Access.ATT, EIPP, ERB, Investing and the Markets
Tagged 401K, Alex mele, AT&T 401K, AT&T Pension, Financial Planning, Lloyd Silvers, Northrop Grumman, resources.hewitt, Steve Boblis, Workshops
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Weekly Economic Update 4/8
April 8, 2013 JUST 88,000 NEW JOBS? In the wake of the Labor Department’s disappointing March employment report, puzzled analysts tried to figure out the reasons for such poor job growth. Did businesses fear the impact of the … Continue reading
Posted in 401K.com, Access.ATT, Economic Report, Exxonmobil, Financial Planning
Tagged AT&T 401K, AT&T Pension, att workshop, CAM Annuity, Communications Workers of America, Financial Planning, PG&E, resources.hewitt, Workshops
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HOW MUCH RETIREMENT INCOME WILL YOU REALLY NEED?
Many people underestimate lifestyle costs, medical expenses and inflation. Presented by «representativename» What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard or read that you need about 70% of your end … Continue reading
Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, Pension, Pension Option, PPA, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Verizon, Why Investment
Tagged 401K, AT&T seminar, att workshop, Erik Larsen, ExxonMobil, Financial Planning, Jeremy Keating, John Jastremski, Lloyd Silvers, Seminar, Verizon Workshop, Walter Reese, Workshops
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Monthly Economic Update
THE MONTH IN BRIEF The S&P 500 opened 2013 with its best month since October 2011 – and its biggest January gain in percentage terms since 1997. Analysts felt the year might start with a positive month, but few expected … Continue reading
Posted in Exxonmobil, Financial Planning, Insurance, Investment, John Jastremski
Tagged ExxonMobil, In Service Withdrawal, Jeremy Keating, John Jastremski, Lloyd Silvers, Matt Nelson, Northrop Grumman, The Retirement Group, Verizon Workshop, Workshops
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Weekly Economic Update
WILL THE DEBT LIMIT BE LIFTED SHORTLY? Friday, House GOP leaders announced a new proposal to authorize a three-month extension of federal government borrowing authority. House Majority Leader Eric Cantor (R-VA) summed up the plan in four words: “No budget, … Continue reading
Posted in 401(k), 72T, Estate Planning, Exxonmobil, Pension Plan, PPA, Retirement Planning, The Retirement Group John Jastremski
Tagged 401K, CAM Annuity, Northrop Grumman, The Retirement Group LLC, Workshops
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Monthly Economic Report
THE MONTH IN BRIEF Our economy doesn’t revolve around a single issue – but in December, it almost seemed as if it did. Households, businesses, economists, financiers, journalists and politicians all worried that America would fall off the “fiscal cliff” … Continue reading
Posted in 401(k), ATT, netbenefit, Pension, The Retirement Group John Jastremski, The Retirement Group LLC
Tagged 401K, CAM Annuity, Communications Workers of America, ExxonMobil, Lump Sum, Seminar, Texas Instrument, Workshops
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Net Unrealized Appreciation: The Untold Story
If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer’s stock, you need to know about net unrealized appreciation–a simple tax deferral opportunity with an unfortunately complicated name. When you receive … Continue reading
Posted in Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets
Tagged Robert Welsch, Seminar, The Retirement Group, Workshops
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