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Retirement Insights

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Social Security
Part 1: Segment Rates Compared to the Fed Funds Rate Nov 12, 2019

Part 1: Segment Rates Compared to the Fed Funds Rate

Since the first segment rate is representative of lower-maturity bonds, we thought a good comparison to start with would be to the federal funds rate, which is the rate at which banks loan money to each other overnight.

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Social Security
Introduction to Lump Sum Segment Rate Indicators Nov 12, 2019

Introduction to Lump Sum Segment Rate Indicators

Several oil and gas companies in the Houston area still have defined benefit plans such as Chevron, ConocoPhillips, ExxonMobil, and Schlumberger,. These plans all calculate a pension annuity payment for their retiring employees. A subset of defined benefit plans allow one of the most powerful forms of payment available: the lump sum.

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Social Security
Retirement Success: Make it a Priority Nov 05, 2019

Retirement Success: Make it a Priority

Most workers overestimate when they'll retire and end up retiring earlier than they had thought. Are you retirement-ready?

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Social Security
College Funding for Kids Who May Have Other Plans Oct 31, 2019

College Funding for Kids Who May Have Other Plans

Building on the series of articles written about the advantages and practical uses of the after-tax dollars in your 401(k) or savings plan, today we explore an often-overlooked feature of the Roth IRA; higher education expenses.

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Social Security
Tax Implications at Retirement: Part Three Oct 24, 2019

Tax Implications at Retirement: Part Three

The following article is part three in a series on important tax related decisions our clients encounter at retirement. For additional insights, follow our team at www.BairdRetirementManagement.com

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Social Security
Medicare Premiums: Why Income Matters Oct 22, 2019

Medicare Premiums: Why Income Matters

If the lead-up to retirement is all about saving money, retirement is all about making that money last. That means avoiding surprise expenses and managing your nest egg wisely.

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Social Security
Chevron Retirement Documents Oct 17, 2019

Chevron Retirement Documents

Below is a link to the information the Pfeil Leatherwood Group commonly collects for a full retirement analysis.

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Social Security
September 2019 Chevron Segment Rate Summary Oct 17, 2019

September 2019 Chevron Segment Rate Summary

Find out if your Chevron lump sum went up or down this month.

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Social Security
ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Oct 17, 2019

ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan

Want the latest Conoco Phillips and Phillips 66 Retirement Plan interest rate information? We have it.

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