Tag Archives: Workshops

Stretch IRAs

Posted on April 15, 2013 by admin

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 →

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Weekly Economic Update 4/8

Posted on April 8, 2013 by admin

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 →

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The Sequester Looms

Posted on February 28, 2013 by admin

If federal budget cuts occur March 1, how might they be felt economically? On March 1, $85 billion in federal budget cuts are supposed to take place – and it doesn’t look like they will be delayed any longer. Congress … Continue reading →

Posted in 401(k), 401K.com, ATT, CAM Annuity, Economic Report, ERB, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , , , , , , , , , , , , , , , | Comments Off

HOW MUCH RETIREMENT INCOME WILL YOU REALLY NEED?

Posted on February 21, 2013 by admin

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 , , , , , , , , , , , , | Comments Off

Building an Emergency Fund

Posted on February 19, 2013 by admin

BUILDING AN EMERGENCY FUND Creating a financial cushion for stressful times. Presented by «representativename» How would you respond to sudden financial demands? We all define “emergencies” differently, but we are not immune to them. How can we plan to stay … Continue reading →

Posted in 401(k), 401K.com, Access.ATT, ATT, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Pension, Pension Option, Rate Cut, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Verizon | Tagged , , , , , , , | Comments Off

Monthly Economic Update

Posted on February 18, 2013 by admin

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 →

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Weekly Economic Update

Posted on January 21, 2013 by admin

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 , , , , | Comments Off

Monthly Economic Report

Posted on January 7, 2013 by admin

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 , , , , , , , | Comments Off

All about IRA’s

Posted on December 6, 2012 by admin

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 you. Even if you’re contributing to a 401(k) or other … Continue reading →

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Net Unrealized Appreciation: The Untold Story

Posted on August 14, 2012 by admin

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 →

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