Need Tax Help? 2020 Year-End Tax Tips
Sep 2, 2023 1:30:18 AM
written by
The Retirement Group
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posted in Financial Planning, Lump Sum, Pension, Retirement Planning
Wills: The Cornerstone of Your Estate Plan
Jul 13, 2023 10:26:25 AM
written by
The Retirement Group
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posted in Financial Planning, Lump Sum, Pension, Retirement Planning
Retirement Plans for Small Businesses
Jun 7, 2023 3:19:17 PM
written by
The Retirement Group
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posted in Financial Planning, Lump Sum, Pension, Retirement Planning
Social Security Disability Benefits
Jun 7, 2023 2:38:35 PM
written by
The Retirement Group
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posted in Financial Planning, Lump Sum, Pension, Retirement Planning
Market Month: May 2023
Jun 1, 2023 11:23:43 AM
written by
The Retirement Group
The Markets (as of market close May 31, 2023)
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posted in Financial Planning, Lump Sum, Pension, Market
AT&T’s Retiree Pension Payments Taken Over by Athene
May 9, 2023 3:19:52 PM
written by
The Retirement Group
Understanding the Shift: AT&T's Retiree Pension Payments Transferred to Athene
AT&T has made changes to its pension plan for retirees. Beginning with the August pension payment, AT&T will transfer the assets and liabilities associated with the pension plan to Athene, a financial institution that manages pension group annuities for several other companies. This change does not affect the amount of the monthly pension payment. Retirees will receive monthly payments from Athene instead of the AT&T Pension Benefit Plan. The change impacts about 96,000 retirees who receive certain monthly pension benefits from AT&T.
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posted in Healthcare, Pension, AT&T, 2023
How Layoffs Can Have Negative Long-Term Consequences for Companies
May 2, 2023 11:41:32 AM
written by
The Retirement Group
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posted in Financial Planning, Lump Sum, Pension, Retirement Planning
Financial Survival After a Job Loss
Mar 15, 2023 8:29:00 AM
written by
The Retirement Group
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posted in Financial Planning, Lump Sum, Pension, Retirement Planning
What is a Mega Roth IRA?
Mar 14, 2023 12:15:00 PM
written by
The Retirement Group
The mega backdoor Roth IRA is a strategy ‘highly compensated employees’ or HCEs at Fortune 500 can use to increase retirement savings and shelter investment growth from taxes in retirement.
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posted in Financial Planning, Lump Sum, Pension, Retirement Planning, Retirement, ExxonMobil, Chevron, Verizon, Northrop Grumman
Life Insurance and Terminal Illness
Mar 14, 2023 11:15:00 AM
written by
The Retirement Group
If you are terminally ill, your life insurance policy is a valuable resource. Not only can you use life insurance to provide adequate income to your survivors for their short- and long-term needs, but you also may be able to receive a portion of the death proceeds from your life insurance before you die in order to pay necessary expenses or to fulfill a dream.
Guaranteed Insurability Rider
When you are terminally ill, you pose an obvious risk to an insurance company, and you will probably be unable to buy additional life insurance coverage. However, if you purchased a guaranteed insurability rider (additional purchase option) when you bought your policy, you may be able to buy additional life insurance without providing proof of medical insurability.
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posted in Financial Planning, Lump Sum, Pension, Retirement Planning