Social Security Benefits for When a Husband or Wife Dies
Social Security benefits provide a much-needed financial security net that facilitates a comfortable retirement. In the unfortunate event that you lose your beloved spouse, you may qualify for their retirement benefits. Depending on the situation, you cou…
Read MoreEstate Planning Guide
Your estate is comprised of everything you own—your home, car, checking and savings accounts, and personal possessions. Estate planning is the process of arranging how you want your assets to be divided among friends and family when you pass away. It is i…
Read MorePension Election Guide
Retiring from Verizon after many years of service is both an emotional decision as well as a financial one. A significant part of the financial decision involves a pension election. Associates have a few pension options: elect a lump sum distribution or a…
Read MoreDiversifying concentrated VZ Stock Allocation in 401(k)
John Smith is 45 years old and has 17 years of service at Verizon. He has saved diligently into his 401(k). His goal is to retire sometime after turning 65. Along with his 401(k), he also has a pension benefit that will provide his income in retirement.
Read MoreVerizon Pension Lump Sum or Pension Annuity Case Study
Jane Miller has 29 years of service as an Associate at Verizon. She has decided to retire by the end of this year. For the last several years, Jane has been working with her advisor at H&A to build a retirement income plan and optimal portfolio withdrawal…
Read MoreRetirement Paperwork Case Study
Jacqui Thomas has reached 25 years of service as an Associate at Verizon and has decided to retire. She plans to roll over her 401K and Lump Sum Pension Benefit into an IRA, from which she will take withdrawals to support her income needs in retirement.
Read MoreHow the Right Guidance Saved a Verizon Employee $30K
Jack Hill was an Associate at Verizon. He was planning to retire in the very near future with 34 years of service. He had a 401(k) and a pension lump sum he was planning on rolling over into an Individual Retirement Account (IRA), from which he would begi…
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