The Beacon Retirement Group

"A Beacon On The Retirement Horizon"

Welcome to our site…

At The Beacon Retirement Group, we are dedicated to building value for our clients. We believe value is created by the symmetry of helpful leadership, relationship building and  creative solutions provided by our firm. We believe it is our mission to assist our clients to become clear and excited about their financial lives and we help them to build a consensus about taking actions that are in their own best interest. We are dedicated to the proposition that everyone should be able to build not only financial security for themselves but for future generations. We are legacy builders promoting financial freedom, independence and generosity as the bedrock of a truly great society.

We hope you will explore our site and make use of its tools and educational materials. You will find the calculators helpful and the web-based seminars are full of information about the financial issues on everyone’s mind. Learn about our “unique process” and our strategic partners in the About Us section. In addition, the products and services that we offer are outlined for you review.

We welcome your feedback. So please contact us with your comments and questions. Have a great day and remember - The road to financial freedom and independence is really a series of conscious and informed decisions to take actions which are in your own best interest. Why not let The Beacon Retirement Group help you move in the right direction?

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

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