<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=314834185700910&amp;ev=PageView&amp;noscript=1">
Retire-On-Purpose-With-Purpose

Retire On Purpose, With Purpose

 
When it comes to managing your retirement, a small mistake can cause a major loss of capital. That is why it's important to speak with a financial advisor who is familiar with your Company's benefits. Schedule a call today..  
 
 
Schedule A Call

Lump-Sum Payouts and Annuity Purchase

Dec 3, 2022 10:46:35 AM
written by The Retirement Group

When considering retirement or a job change from Fortune 500, it is imperative to learn about your eligibility for a lump-sum payment offered by your retirement plan.


Read More

posted in Financial Planning, Lump Sum, Pension, Retirement Planning, Retirement, ExxonMobil, Chevron, Verizon, Northrop Grumman

Annuities Vs. IRA Withdrawals at 4% Rule

Nov 30, 2022 3:53:48 PM
written by The Retirement Group

There are just a couple of things almost all Fortune 500 retirees need when they hit retirement: predictable income and protection against a cluster of risks, which include longevity risk, performance risk and sequence-of-returns risk.


Read More

posted in Financial Planning, Lump Sum, Pension, Retirement Planning, Retirement, ExxonMobil, Chevron, Verizon, Northrop Grumman

What is a Mega Roth IRA?

Nov 9, 2022 11:44:21 AM
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.


Read More

posted in Financial Planning, Lump Sum, Pension, Retirement Planning, Retirement, ExxonMobil, Chevron, Verizon, Northrop Grumman

Alternative to the 4% Rule Using Variable Withdrawals

Jun 22, 2022 7:28:00 PM
written by The Retirement Group

How much can you spend in your retirement from Meta without the risk of running out of money? 


Read More

posted in Financial Planning, Lump Sum, Pension, Retirement Planning, Retirement, ExxonMobil, Chevron, Verizon, Northrop Grumman

Meta(Facebook) RSU and 401(k) Benefits

Jun 10, 2022 5:20:00 PM
written by The Retirement Group

With the recent news of slowdowns and reductions at Facebook, now is the time to get a refresher on your company benefits and understanding the transition process to minimize tax impacts.

This article will focus on your benefits and our Meta(Facebook) Transition page will discuss the 401(k) rollover process.

With turmoil now facing many employees historically Meta(Facebook) has been rewarding employees with some of the best benefits in the industry.  Meta(Facebook) offers RSU benefits as well as 401K very competitive matching contributions. These financial benefits have helped employees stay motivated and on track financially. 


Read More

posted in Financial Planning, Lump Sum, Pension, Retirement Planning, Retirement, ExxonMobil, Chevron, Verizon, Northrop Grumman

How 72(t) Avoids the 10% Penalty

Mar 17, 2022 6:32:00 PM
written by The Retirement Group

How Meta(Facebook) Employees Can Avoid Penalties?

 

72(t) payments, also known as “substantially equal periodic payments,” are advantageous because they are exempt from the 10% early distribution penalty that usually applies to withdrawals before age 59 ½. You can take them from an IRA at any time, but only from a workplace plan after leaving Meta.


Read More

posted in Financial Planning, Lump Sum, Pension, Retirement Planning, Retirement, ExxonMobil, Chevron, Verizon, Northrop Grumman

Your Meta (Facebook) RSU Shortcut

Feb 10, 2022 5:19:00 PM
written by The Retirement Group

These days, many tech companies use restricted stock units (RSUs) to compensate their employees. This form of compensation can present meaningful upside over traditional cash if the company’s underlying stock performs well. 


Read More

posted in Financial Planning, Lump Sum, Pension, Retirement Planning, Retirement, ExxonMobil, Chevron, Verizon, Northrop Grumman

Content not found

Check the background of this investment professional on FINRA BrokerCheck

TRG Retirement Guide

Subscribe for Email Updates

Recent Posts

Information regarding the lump-sum payout may or may not apply to specific employees based on factors such as mergers, acquisitions, years of service, age, or the date an employee was hired.

-->