Month: January 2020

Pension Losses Could Hit Telecom Companies like Verizon Hard

The stock-market tumble late last year could punish earnings at companies such as Verizon Communications VZ -1.17% Inc. and AT&T Inc. T 0.20% because of how they account for fluctuations in their pension plans. These companies and others count gains and losses in their pensions and retiree-benefit plans in the same year that they occur,

Continue reading
No comments

Boeing: Saving on Tax Payments with Net Unrealized Appreciation

We would all like to spend a little less on taxes. I was recently speaking with a Boeing client about tax strategy, and it crossed my mind that this could be useful information for all my Boeing readers. When preparing for life after Boeing, making sure you pay the lowest possible tax rates is crucial

Continue reading
No comments

Survivor Checklist: How Your Spouse Can Receive Benefits After Your Death

What your survivor needs to do Report your death. Your spouse, a family member or even a friend should call the KP Benefits Service Center as soon as possible to report your death. Collect life insurance benefits. Your spouse or other named beneficiary will need to call the KP Benefits Service Center to collect life

Continue reading

The Various Stages of Retirement

Stages of Retirement Retirement planning, whether you are 20 or 60, is something we must actively plan towards annually. Unfortunately, numerous polls and experts say the majority of Americans don’t know how much to save or the income they will need. Getting started… Your 20’s and early 30’s Everyone knows it’s critical to start in

Continue reading

Save Money in Retirement Through NUA

When planning for retirement you need to try to build as large of a nest egg as possible. Net Unrealized Appreciation (NUA) is a tool which can help you do just that. While hard work and diligent saving is a good start, you’ll also need to know which accounts to invest in and how to

Continue reading
No comments