We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the transitioning employee. The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies throughout the United States.
Step 3: Browse our Resources
- ➡ Watch Our Webinars On Various Topics
- ➡ Check Out Our E-book Library
- ➡ Listen To Our Podcasts From Our Advisors
- ➡ Schedule A Call With An Advisor
Register for our Next Live Webinar
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Retirement Q&A: Does it make sense for a grandfathered employee to leave for a lower rate?
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Retirement Q&A: Is Relocating for Lower Taxes Worth It?Retirement Q&A: Is Relocating for Lower Taxes Worth It?
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Retirement Q&A: Early Retirement & Health Coverage
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How Can You Access Retirement Funds Prior to Age 59 1/2?
Q&A for Corporate Employees: Switching Medigap Plans
Q&A for Corporate Employees: Rising Medigap Premiums Explained
Q&A for Corporate Employees: Medigap and Prescription Drugs
Retirees: Preserve Your Savings from Identity Theft in 4 Simple Steps
Q&A for Corporate Employees: Handling 401(k) or Pension Fraud
3 Key Ways Inflation Can Increase Your Social Security Benefits—Prepare Now!
Retirement Q&A: IRA & 401(k) Contributions Post-Retirement
Retirement Q&A: Annuities for Safe Retirement Income
Retirement Q&A: Smart Withdrawal Strategies Explained
Q&A for Corporate Employees: Preserving Retirees from Identity Theft
Q&A for Corporate Employees: Immediate Actions for Identity Theft
Q&A for Corporate Employees: Inflation's Impact on Social Security
3 Value Investing Strategies to Beat High Inflation
Women & Wealth: Steps to Build, Preserve, and Enjoy Your Retirement
3 Steps to Retire Early and Find Purpose Beyond Work
Q&A for Corporate Employees: Options for Claiming Social Security
Q&A for Corporate Employees: Social Security and Your Pension
Q&A for Corporate Women: When to Claim Social Security Benefits
Q&A for Corporate Women: Aiming to Make Your Retirement Savings Last
Q&A for Corporate Women: Catching Up on Retirement Savings
Q&A for Corporate Employees: Healthcare Costs if You Retire Early
Q&A for Corporate Employees: Using Pension to Buy an Annuity
Laid Off After 50? Steps to Secure Your Next Job
Why Medigap is Essential For Your Retiree Healthcare
Social Security Planning: Don't Make These 3 Common Mistakes!
5 Mid Year Tax Strategies Coproate Employees Need to Know
Q&A for Corporate Employees: Max Roth IRA Conversion
How the Upcoming Election Will Impact Your Portfolio
Lump Sum vs Annuity: 4 Tips to Avoid Running Out of Money in Retirement
Rule of 55: Key Tips to Achieve an Early Retirement
Open Enrollment Tips: Managing Rising Healthcare Costs
2025 is the Smallest Social Security Increase in 4 Years: Prepare Now!
Worried About Long-Term Care? Learn Asset-Based Solutions Now
Q&A for Corporate Employees: Life Insurance in Retirement
Q&A for Corporate Employees: HSA Contributions After Retirement
Q&A for Corporate Employees: Retiree Health Plans for Younger Spouse
Boost Your 401(k): Take Advantage of Year-End Contribution Limits
5 Tips for Dealing with a Severance Package & Unemployment
BIG Pension Lump-Sum Increase Coming in 2025?
5 Year-End Tax Strategies You NEED to Know
Will Tariffs Reduce Your Pension Lump-Sum Value?
Manage RTO Stress: 5 Key Steps for a Smooth Transition
Living on a Fixed Income? How to Handle Lower Tax Increases in 2025
Essential Medicare Updates for 2025: What You Need to Know Now
Will Inflation Ease in 2025 Under the New Administration?
Plan Your 2025 Roth Conversion: Timing and Tax Tips to Save Big
Top 72t Questions Answered What you need to know
Lump Sum vs Annuity: 4 Tips to Avoid Running Out of Money in Retirement
3 Ways an RTO Could Damage Your Retirement
Essential Medicare Updates for 2025: What You Need to Know Now
Q&A for Corporate Employees: Adjusting Your 72(t) Plans
Q&A for Corporate Employees: Halting 72(t) Payments
Avoid 8 Critical Mistakes During Corporate Layoffs
Will the Social Security Fairness Act affect your benefits?
Q&A for Corporate Employees: Halting 72(t) Payments
Q&A for Corporate Employees: Shifting 401(k) to Value Stocks
Q&A for Corporate Employees: Size of Value Companies
Q&A for Corporate Employees: Accessing 401(k) After Layoff
Q&A for Corporate Employees: Donating RMDs Tax-Free
Q&A for Corporate Employees: Access 401(k) Without Penalties
Your Guide to Severance and Unemployment Benefits
5 Critical Tax Strategies Every Corporate Employee Needs in 2025!
Make Tax Time Easier with the Ultimate 2025 Income Tax Checklist!
Boost Your Retirement: 4 Social Security Strategies for Couples!
Access Your Retirement Funds Early: Learn 4 Penalty-Free Methods
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Picked just for you!
These specially designed guides and webinars offer valuable insight into the retirement process. Inside, you'll find specific information that can help you with the important decisions that affect you and your family’s well-being.
- TRG
The Retirement Group Retirement / Transition Guide
This guide includes general retirement strategies aimed at helping employees identify their available options.
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Browse our Full Selection of E-books
What Has Worked in Investing
In this book, we'll weigh the pros and cons of a value investing strategy versus a growth investing strategy.
Lump-Sum Vs Annuity
In this book we'll evaluate pension and lump sum trade-off consideration factors.
What to do with an Early Retirement Offer?
Many companies offer employees early retirement packages to encourage them to leave. In this book we address major client concerns encountered in retirement.
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Krista Knittel
Senior Client Services Associate
