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TEG Retirement & Advisory Services- 5 Things You Can Do With an IRA That You Can’t With a 401(k)

5 Things You Can Do With an IRA That You Can't With a 401(k) TEG Retirement & Advisory Services- 5 Things You Can Do With an IRA That You Can’t With a 401(k)

–Jeffrey Levine, CPA/PFS, CFP® IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account. Indvidual retirement accounts (IRAs) and 401(k)s share a lot of similarities. They are both retirement plans. They both can […]

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TEG Retirement & Advisory Services- 10 Rules to Know About Qualified Charitable Distributions

10 Rules to Know About Qualified Charitable Distributions TEG Retirement & Advisory Services- 10 Rules to Know About Qualified Charitable Distributions

–Denise Appleby, APA, CISP, CRC, CRPS, CRSP If you are an IRA owner interested in donating to charity, a qualified charitable distribution may be an option. These 10 rules outline how a QCD should be done. Arguably, one of the biggest changes to the tax […]

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TEG Retirement & Advisory Services- Why The First Five Days Of 2020 Could Have Bulls Smiling

A bull TEG Retirement & Advisory Services- Why The First Five Days Of 2020 Could Have Bulls Smiling

The first five days of 2020 are in the books. Although the headlines have been quite scary, equities have picked up right where they left off last year. In fact, after the first five trading days of the new year, the S&SP 500 Index is […]

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TEG Retirement & Advisory Services- What You Need to Know About the Secure Act

Jean secure TEG Retirement & Advisory Services- What You Need to Know About the Secure Act

The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year and was approved by the Senate and signed by President Trump on the days leading up to Christmas. Incorporated into a […]

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TEG Retirement & Advisory Services- Annuity Options: Choices Abound for Today’s Retiree

Annuity Options TEG Retirement & Advisory Services- Annuity Options: Choices Abound for Today’s Retiree

As the earliest baby boomers begin to enter retirement, the various income guarantees and other living benefits offered through variable annuities (VAs) are gaining in importance. Yet before you rush to add a VA to your retirement funding scheme, take some time to understand what […]

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