Lighthouse Planning Group

Investing for Future Generations

CONNECT

Address:

2920 Avenue L
Brooklyn, NY 11210

Phone:

718-252-2224

Fax/Other:

212-656-1616

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Retirement

  • IRA Rollover

    If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

  • Roth 401(k)

    A Roth 401(k) is funded with after-tax money, and allows for tax- and penalty-free withdrawal of earnings if requirements are met.

  • How Much Do I Need to Save?

    Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.

Tax Planning

  • Required Minimum Distributions

    Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

  • Withdrawing Before Age 59.5

    Tax-deferred retirement account withdrawals before age 59½ generally triggers a 10% federal income tax penalty.

Investing

  • Dividends

    It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.

  • Exchange-Traded Funds

    ETFs have unique attributes and attempt to track all types of indexes, industries, or commodities.

Risk Management

  • Why Purchase Life Insurance

    If you have a family who relies on your income, it is important to have life insurance protection.

  • Types of Life Insurance

    When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck