For retirees living on fixed income sources, taxes can take a significant portion each year. This session will share practical ways to help manage...
Retirement is not just about when you stop working but also about where you’ll live. This webinar will highlight five top locations that stand out...
For AT&T employees, interest rates have a direct impact on lump sum pension values. This webinar will explain how the calculations work, why even...
Healthcare expenses are expected to rise, and many AT&T employees are wondering how this could affect their retirement years. This session will...
Interest rate shifts play a major role in the value of lump sum pension payouts, and Chevron employees are directly affected by these movements. This...
Merck employees approaching retirement often ask whether it makes more sense to take a lump sum payout or a lifetime annuity. In this session, we’ll...
Planning for the future goes beyond your own retirement years. In this webinar, we’ll explain how trusts and estate planning can help you organize...
Significant tax changes are expected in 2026, and they could influence retirement planning in a variety of ways. This webinar will break down what is...
Leaving AT&T involves more than just setting a date for retirement—it requires thoughtful preparation. This webinar will walk you through seven...
Choosing where to retire is just as important as deciding when. In this webinar, we’ll highlight five top destinations that stand out for AT&T...
Accessing retirement funds before age 59½ can trigger penalties, but there are exceptions worth exploring. This session will outline how...
Dreaming of early retirement? Our webinar will show you how to live well on a budget, why early planning is crucial, and the strategies to get you...
Discover how PayPal professionals can manage highly appreciated stock using options collars to minimize tax impact.
Important adjustments to Social Security are expected in 2026, and retirees need to know how these changes could influence their benefits. This...
Accessing retirement funds before age 59½ can lead to penalties, but there are exceptions worth knowing about. This webinar will explain the...
Market volatility can raise questions about retirement savings, especially for AT&T employees who rely on their 401(k). This webinar will cover...
Find out how Costco employees can preserve stock gains and reduce taxes through effective options collar strategies.
Your AT&T pension can play a major role in retirement, and the decisions you make along the way can shape the income you receive. In this session,...
Healthcare is one of the most significant considerations in retirement, and Caterpillar retirees face unique plan options and decisions. In this...
See how Chipotle team members can manage appreciated stock with options collars while deferring capital gains taxes.
If you have ConocoPhillips stock in your 401(k), you’ll want to understand how Net Unrealized Appreciation (NUA) could affect your retirement...
Learn how Tesla investors can use options collars to protect stock profits and reduce tax exposure on gains.
Discover how Netflix employees can safeguard appreciated shares using options collars without triggering taxes.
Medicare rules and coverage can shift from year to year, and 2026 will bring important updates for retirees. This session will explain the changes...
Healthcare costs continue to rise, and planning for these expenses is becoming more important each year. This webinar will focus on strategies...
For ConocoPhillips employees nearing retirement, thoughtful preparation is important. This webinar will outline seven critical steps to consider...
AT&T employees approaching retirement often face questions about pension options, healthcare coverage, and the timing of withdrawals. In this...
Retirement planning at Chevron comes with unique choices around pensions, healthcare, and benefits. This webinar will walk you through seven...
Leaving ExxonMobil and stepping into retirement involves more than just setting a date. In this session, we’ll outline seven key steps every employee...
Learn how Microsoft employees can use options collars to protect appreciated stock and avoid triggering unnecessary taxes.
Learn how Amazon employees can control stock volatility and taxes through the smart use of options collars.
Accurate. IRC § 351(a) states that no gain or loss is recognized when property is transferred to a corporation in exchange for stock, provided the...
Explore how Google professionals can manage appreciated stock tax-efficiently using options collar strategies.
Meanwhile, Tyson Mavar underlines the need for flexible planning tools, noting that conventional advice may be too rigid. As he points out,...
Discover how Apple investors can protect growing stock positions with options collars and limit taxable events.
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
See how Nvidia shareholders can use options collars to manage stock appreciation while avoiding immediate taxation.
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
There's also the risk of an inadvertent tax treatment failure if the rules are not strictly followed. However, for an investor like Michael, the...
There's also the risk of an inadvertent tax treatment failure if the rules are not strictly followed. However, for an investor like Michael, the...
There's also the risk of an inadvertent tax treatment failure if the rules are not strictly followed. However, for an investor like Michael, the...
There's also the risk of an inadvertent tax treatment failure if the rules are not strictly followed. However, for an investor like Michael, the...
There's also the risk of an inadvertent tax treatment failure if the rules are not strictly followed. However, for an investor like Michael, the...
There's also the risk of an inadvertent tax treatment failure if the rules are not strictly followed. However, for an investor like Michael, the...
There's also the risk of an inadvertent tax treatment failure if the rules are not strictly followed. However, for an investor like Michael, the...
There's also the risk of an inadvertent tax treatment failure if the rules are not strictly followed. However, for an investor like Michael, the...
There's also the risk of an inadvertent tax treatment failure if the rules are not strictly followed. However, for an investor like Michael, the...
There's also the risk of an inadvertent tax treatment failure if the rules are not strictly followed. However, for an investor like Michael, the...
In this webinar, we’ll explore how the modest tax adjustments for 2025 impact retirees and others relying on a fixed income. With inflation rates...
Retiring early is a major milestone for Northrop Grumman employees. In this webinar, discover key considerations like returning to work, financial...
Discover how shifting interest rates could shape your AT&T Craft pension in 2025 during this insightful webinar. We’ll break down pension...
In this must-attend webinar, we’ll reveal critical tax strategies every AT&T employee needs to know in 2025. From utilizing deductions to taking...
In this session tailored for corporate employees, we’ll cover severance packages and unemployment benefits. Gain insights into legal details and...
As Chevron launches its 2025 ROM/EOI offers, employees face urgent decisions about their careers and financial futures. This webinar will provide key...
Discover expert-recommended retirement withdrawal strategies to help you manage your savings and ensure a secure financial future. Learn about the 4%...
Preparing for retirement in the next five years requires careful planning. From evaluating your retirement savings and Social Security benefits to...
Learn how to protect your retirement savings from sequence of returns risk with a structured income plan. Explore the "bucket strategy" for managing...
In this webinar for corporate employees, we’ll explore key strategies for maintaining financial balance, understanding severance and benefits...
Join us for an in-depth session focused on Chevron employees' most common pension questions and how today’s interest rates may influence retirement...
Join our exclusive webinar designed for AT&T employees, where we explore lump sum and annuity options for retirement. This session will provide...
If you’re an AT&T employee under age 59 ½, there are several options available for taking a distribution. However, certain factors should be...
Join our webinar on addressing healthcare changes for ExxonMobil employees. Explore budgeting strategies, understand recent policy updates, and...
In this webinar tailored for Caterpillar employees, we explore key lump sum strategies aimed at helping you preserve your retirement funds. Designed...
In this must-attend webinar, we’ll reveal critical tax strategies every AT&T employee needs to know in 2025. From utilizing deductions to taking...
Inflation is reshaping the value of Social Security benefits in ways many don't expect. In this webinar, we’ll break down three critical ways...
Join us for an insightful session designed to help Chevron employees navigate the uncertainties of job transitions due to out-of-state relocations....
Explore the potential benefits of Roth IRA conversions for Healthcare Employees in our upcoming webinar, 'Is a Roth Conversion Right for You?' Learn...
Discover how shifting interest rates could influence your AT&T Craft pension in 2025 during this insightful webinar. We’ll break down pension...
Concerned about running out of retirement savings? Wesley Boudreaux will share ways to structure your AT&T 401(k) and IRA to generate a consistent...
Inflation is reshaping the value of Social Security benefits in ways many don't expect. In this webinar, we’ll break down three critical ways...
Join us for an engaging webinar discussing potential economic changes under the new administration in 2025. We'll examine key factors driving...
Discover how Health Savings Accounts (HSAs) can be your key to significant savings on medical expenses. Tyson Mavar, from The Retirement Group, will...
As you prepare to transition from your healthcare position, it's important to take several key steps to maintain your financial goals. Join our...
In this webinar for Chevron employees, we will cover important strategies for maintaining financial well-being, understanding severance and benefits...
Explore the dynamics of returning to work after a layoff with insights on negotiating rehire offers and leveraging your experience. Discover how...
Explore the unique healthcare challenges and financial strategies essential for managing women's health costs effectively. This guide delves into the...
Explore the critical challenges facing the U.S. healthcare system as it nears a physician retirement cliff. With an aging population and a...
Explore strategic estate planning with TRG to secure your legacy and optimize asset distribution. Our comprehensive guide addresses the evolution of...
Discover how Fortune 500 employees can navigate Medicare choices effectively: Original Medicare offers Fortune 500 retirees the flexibility to...
Stay informed about the latest developments that could influence your Social Security payments. This timely webinar will cover recent government...
In this webinar for Chevron employees, we will discuss key strategies for maintaining financial stability, understanding severance and benefits...
Retiring early is a major decision for corporate employees. In this webinar, we'll delve into the realities of early retirement: from the possibility...
Join our exclusive webinar tailored for ConocoPhillips employees, where we delve into comprehensive lump sum and annuity strategies aimed at helping...
Discover how shifting interest rates could impact your AT&T Craft pension in 2025 during this informative webinar. We’ll break down pension...
In this webinar, delve into key elements like the possibility of resuming employment, the economic implications, and sustaining a sense of purpose....
Amidst rising market volatility and inflation fears, Fortune 500 employees need to stay informed and adapt their retirement strategies accordingly....
Facing Chevron layoffs? Join our webinar to protect your financial future!
We will be having a webinar for employees on Social Security. We'll cover how to reduce the probability of running out of money and how to optimize...
We will be having a webinar for employees on strategies you can use to potentially reduce tax penalties during periods of high inflation.
Should AT&T employees take their pension as a Lump Sum or an Annuity? How will interest rates affect this decision?
As a AT&T employee, you may be facing a critical decision: retire or return to the office? Explore the factors to consider, including personal goals,...
Should ExxonMobil employees take their pension as a Lump-Sum or an annuity? How will interest rates affect this decision?
For Fortune 500 employees planning for retirement, this article offers essential strategies to ensure your savings endure throughout your golden...
Fortune 500 employees looking to navigate the complex journey of buying their first home will find essential guidance in '100 Questions Every...
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...
Facing layoffs at your company? Join our webinar to shield your financial future!
We will be having a webinar for AT&T employees on strategies you can use to potentially reduce tax penalties during periods of high inflation.
We'll be having a webinar for AT&T employees on 72(t) tax planning! We’ll cover how 72(t) allows IRA owners under a certain age to access their...
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...
Should Chevron employees take their pension as a lump sum or an annuity? How will interest rates affect this decision?
Learn about the Social Security Fairness Act signed into law by former President Joe Biden, which repeals the Windfall Elimination Provision and...
Learn about real life situations that Chevron employees like you have faced in the past. Determine how to navigate your retirement from Chevron.
Explore the essential 2025 updates for federal retirees and employees transitioning into retirement. This guide covers annuity adjustments, Medicare...
Explore the transformative journey of retirees Kelly and Nigel Benthall, who redefine retirement by choosing adventure over traditional inheritance....
Explore the transformative journey of retirees Kelly and Nigel Benthall, who redefine retirement by choosing adventure over traditional inheritance....
Explore the latest insights on inflation trends and their impact on the economy, essential for Fortune 500 professionals nearing retirement....
Explore effective strategies for a fulfilling retirement with our comprehensive guide. Learn how to maintain social connections, establish a...
Explore the transformative journey of retirees Kelly and Nigel Benthall, who redefine retirement by choosing adventure over traditional inheritance....
Explore effective strategies for a fulfilling retirement with our comprehensive guide. Learn how to maintain social connections, establish a...
Explore retiring in the UK as an American with our comprehensive guide. Learn about the necessary visas, residency options, and the cost of living in...
Discover how the Tax Cuts and Jobs Act impacts home equity loan interest deductions. Learn the IRS-approved uses for home equity loans and HELOCs,...
Discover the best overseas retirement destinations for 2025 with our comprehensive guide. Explore top cities like Valencia and Medellin, chosen for...
Explore the financial implications of relocating to a lower-tax state during retirement. This guide discusses key considerations like state tax...
Explore the strategic benefits of incentive trusts for estate planning. Learn how these trusts can align heirs' behaviors with specific goals, like...
Explore why retaining a mortgage in earthquake, fire, flood, or landslide zones can be a wise financial strategy for managing risk. Discover the...
We will be having a webinar for employees on Social Security. We'll cover how to reduce the probability of running out of money and how to optimize...
Merck employees can potentially avoid common 401(k) mistakes by attending our webinar!
As interest rates undergo significant changes at AT&T, it is crucial to understand the potential impact on your financial landscape. Being...
We will be having a webinar for ExxonMobil employees on healthcare. We'll cover changing healthcare programs, rising costs, and how to utilize your...
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...
Should employees take their pension as a Lump-Sum or an Annuity? How will interest rates affect this decision?
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...
Facing layoffs at your company? Join our webinar to shield your financial future!
We will be having a webinar for AT&T employees on healthcare. We'll cover changing healthcare programs, rising costs, and how to utilize your...
AT&T employees can potentially avoid common 401(k) mistakes by attending our webinar!
Chevron employees can potentially avoid common 401(k) mistakes by attending our webinar!
We will be having a webinar for Bank of America employees on healthcare. We'll cover changing healthcare programs, rising costs, and how to utilize...
Are you concerned about the preservation of your retirement savings in the digital age? Join our webinar and learn practical tips to shield your...
Facing layoffs at your company? Join our webinar to shield your financial future!
Should AT&T employees take their pension as a Lump Sum or an Annuity? How will interest rates affect this decision?
There is a combination of factors which may make retiring from AT&T a sound decision. To help you determine if retiring this year is the right...
Please join us for an upcoming webinar on Net Unrealized Appreciation (NUA). NUA is a strategy that allows you to roll over employer-provided company...
Should ConocoPhillips employees take their pension as a Lump Sum or an Annuity? How will interest rates affect this decision?
Should PG&E employees use the 72(t), post-55 separation rules when retiring? There are a few of the ways you could take a distribution if you're...
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...
Should AT&T employees use the 72(t), post-55 separation rules when retiring? There are a few of the ways you could take a distribution if you're...
Should ExxonMobil employees take their pension as a Lump-Sum or an Annuity? How will interest rates affect this decision?
Join our webinar designed especially for AT&T employees about 401(k) allocation. As market dynamics have been uncertain recently, our session will...
Facing layoffs at your company? Join our webinar to shield your financial future!
Separately Managed and Unified Managed Accounts
PG&E employees should consider all factors when considering an offer for an early retirement. The PG&E pension plan, along with other benefits should...
The Health of Social Security: Some Good News and Some Bad News
Now Might Be a Good Time for a Roth Conversion
Discover the definition of a recession, how it's officially determined, and current economic indicators. Learn why it's essential for Fortune 500...
Inflation Reduction Act: What You Should Know
CHIPs and Science Act Aims to Preserve U.S. Technology Edge
Retirement Legislation Awaits Further Action
Lump-Sum Payouts and Annuity Purchase
72(t) Gets a makeover for the better
Annuities Vs. IRA Withdrawals at 4% Rule
Explore the benefits of a SIMPLE 401(k) for Fortune 500 employees with a side business. Discover how it helps in saving for retirement and attracting...
Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of...
The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original...
After years of numerous delays, the U.S. Department of Homeland Security has once again extended the REAL ID enforcement deadline from May 3, 2023,...
On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt ceiling.
February saw stocks slide lower after posting solid gains to begin the year. Each of the benchmark indexes listed here retreated from their January...
The IRS has identified 21 states that made special payments to taxpayers in 2022. After a review of those special payments, the IRS has determined...
Unable to meet withdrawal requests triggered by depositor panic, Silicon Valley Bank (SVB) was placed into receivership by the Federal Deposit...
The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2022. If you had earned income last year...
Regardless of age, profession, or current residence, many people share the ultimate goal of retiring comfortably. It's crucial to understand that...
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in...
On Monday, May 22, President Joe Biden and House Speaker Kevin McCarthy met at the White House to discuss raising the statutory limit on U.S....
The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January 2025. The legislation also...
A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022...
In late May 2023, Congress sent a letter to U.S. Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel saying that it will introduce...
On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12,...
As 2023's holiday season approaches, retirees relying on Social Security and other fixed incomes face the challenge of managing their holiday...
Private Annuity: Estate Freeze Technique
Learn about the new 72(t) exceptions added to the SECURE 2.0 Act, which can exempt early retirement account withdrawals from the 10% federal income...
Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an executive order offering...
Stocks closed higher in July, with each of the benchmark indexes listed here posting notable gains. Both the stock market in particular, and the...
As September comes to a close, the U.S. government seems headed for a shutdown, which would begin on October 1. Although it is possible that a...
When considering making energy-saving home improvements, it may be helpful to have a home energy audit done. Fortunately, there is a federal income...
August proved to be a tough month for stocks, with each of the benchmark indexes listed here ending the month notably lower. Investors tried to...
Economists have been predicting a recession for the U.S. economy ever since the Federal Reserve began aggressively raising interest rates in 2022...
Consumer spending accounts for about two-thirds of U.S. gross domestic product (GDP), so it plays an outsized role in driving economic growth or...
Here are some things to consider as you weigh potential tax moves between now and the end of the year.
Unlock the power of effective business record-keeping for increased profits and growth. Learn essential tips for managing cash flow, expenses, and...
Due to rising fuel prices, the IRS has increased optional standard mileage rates for the second half of 2022. These rates cover business, medical,...
Mayo Clinic has updated their pension plan. We will cover the changes within this article.
Explore the benefits of life estates: preserving your home, qualifying for Medicaid, avoiding probate, and tax advantages. Unlock this powerful...
This past June, the Supreme Court struck down President Biden's plan to cancel up to $20,000 in federal student loan debt for qualified borrowers...
Handling Market Volatility with Confidence
Transferring Your Business Using an FLP, S Corporation, or LLC
Facing layoffs at your company? Join our webinar to protect your financial future!
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...