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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..  
 
 
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2022 Year End Tax Planning Guide

Dec 29, 2022 8:36:10 AM
written by The Retirement Group

We suggest our clients consider preparing for the upcoming 2023 tax season by taking advantage of a few important end-of-year tax strategies.

It's important that our clients take action on these tips by December 31, 2022 and find out if they can potentially minimize your tax burden in the spring.


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posted in Financial Planning, Tax, Year-End, 2022, Strategies

Tis the Season for Tax-Friendly Giving Strategies

Dec 15, 2022 11:30:00 AM
written by The Retirement Group

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax breaks could potentially increase your ability to give. You might consider a more strategic approach to charitable giving, possibly as part of your year-end tax planning.


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posted in Financial Planning, Tax, Year-End, 2022, Strategies

2021 Year-End Tax Tips

Dec 16, 2021 2:44:02 PM
written by The Retirement Group

Here are some things to consider as you weigh potential tax moves between now and the end of the year for corporate employees.

1. Defer income to next year
Consider opportunities to defer income to 2022, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer a year-end bonus or delay the collection of business debts, rents, and payments for services. Doing so may enable you to postpone payment of tax on the income until next year.


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posted in Tax, Year-End

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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.

About Us

The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies through monthly newsletters and seminars given throughout the United States. Our knowledgeable representatives will educate you through workshops conveniently conducted near you. Please attend a free workshop, read the Asset Allocation Questionnaire, call us at 800-900-5867, email us at info@theretirementgroup.com, or visit the contact page on this website to learn more. Visit our blog for more Client Articles!

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* The Retirement Group® is not affiliated or endorsed by any company or employer which includes, but is not limited to *AT&T, *Bank Of America, *Chevron, *Hughes, *fidelity.com, *Wyeth, *Northrop Grumman, *Merck, *Raytheon, *Coca-Cola ,*Qwest, *Pfizer, *Caterpillar, *ExxonMobil, *Sempra Energy, *San Diego Gas & Electric Company, *Southern California Gas Company, *Altria, *Ameren, *Anheuser-Busch, *APL, *AT&T, *Bank of America, *Blackhawk Networks, *Boeing, *Caterpillar, *CenturyLink, *Chevron, *Citigroup, *Clorox, *Coca-Cola, *Colgate, *Con Edison, *Dexone, *ExxonMobil, *GlaxoSmithKline, *Home Depot, *Honeywell, *HP, *IBD, *Kimberly-Clark, *Lockheed Martin, *Merck, *Monsanto, *Northrop Grumman, *Pepsi, *Pfizer, *PG&E, *Phillip Morris, *Qwest, *Raytheon, *Safeway, *San Diego Gas & Electric, *Scotts Miracle Gro, *Sempra, *Siemens, *SoCal Edison, *Sony, *Southern California Edison, *Teradata, *Toyota Motor Corporation, *Tropicana, *Verizon, *Wisconsin Energy, *Wyeth and *Verizon. We are an independent financial advisory group that focuses on transition planning and lump sum distribution.

Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. *We are not affiliated with or endorsed by your company or organization. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. The Retirement Group, LLC is registered to conduct advisory business in the following states: AZ, CA, CO, FL, ID, IL, IN, LA, MI, MS, MO, NE, NV, NJ, NY, NC, OK, OR, SD, TX, UT, VA, WA. Through FSC Securities Corporation, we have advisors securities licensed in the following states: AK,AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MA,ME,MI,MN,MO,MS,MT,NC,ND,NE,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX, UT,VA,VT,WA,WI,WY 

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