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EDUCATION CENTER

We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the transitioning Healthcare employee. The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies throughout the United States.


*The Retirement Group is not affiliated nor endorsed by Kaiser Permanente

Step 3: Browse our Resources for Healthcare Employees

  • ➡ Watch Our Webinars On Various Healthcare Topics
  • ➡ Check Out Our E-book Library
  • ➡ Listen To Our Podcasts From Our Advisors
  • ➡ Schedule A Call With An Advisor

Register for our Next Live Webinar


*The Retirement Group is not affiliated nor endorsed by Kaiser Permanente

Healthcare Employees: 2023 Pension Planning

Healthcare Employees: 2023 Pension Planning

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Q&A for Healthcare Employees: Delaying Pension After Retirement

Q&A for Healthcare Employees: Delaying Pension After Retirement

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Q&A for Healthcare Employees: Future of Lump-Sum & Annuity Choices

Q&A for Healthcare Employees: Future of Lump-Sum & Annuity Choices

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Q&A for Healthcare Employees: Impact of Rising Rates on Pension & Lump Sum

Q&A for Healthcare Employees: Impact of Rising Rates on Pension & Lump Sum

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Q&A for Healthcare Employees: Lump Sum or Annuity in High-Rate Times

Q&A for Healthcare Employees: Lump Sum or Annuity in High-Rate Times

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Q&A for Healthcare Employees: Revisiting Lump Sum vs. Annuity Decisions

Q&A for Healthcare Employees: Revisiting Lump Sum vs. Annuity Decisions

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Healthcare Employees: Navigating the Latest Interest Rate Shifts

Healthcare Employees: Navigating the Latest Interest Rate Shifts

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Healthcare Employees: Don't Miss the Latest Interest Rate Update

Healthcare Employees: Don't Miss the Latest Interest Rate Update

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What are current interest rates for healthcare employees ? They might surprise you!

What are current interest rates for healthcare employees ? They might surprise you!

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Healthcare Employees: Interest Rate Update - February 2023

Healthcare Employees: Interest Rate Update - February 2023

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Healthcare Employees: Retire on Purpose With Purpose

Healthcare Employees: Retire on Purpose With Purpose

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Q&A for Healthcare Employees: Are Lump Sums & Annuities Taxed Differently?

Q&A for Healthcare Employees: Are Lump Sums & Annuities Taxed Differently?

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Q&A for Healthcare Employees: Does Your Pension Adjust for Inflation?

Q&A for Healthcare Employees: Does Your Pension Adjust for Inflation?

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Q&A for Healthcare Employees: Is better to buy a 3rd party Annuity or take from a company's Annuity?

Q&A for Healthcare Employees: Is better to buy a 3rd party Annuity or take from a company's Annuity?

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Q&A for Healthcare Employees: Legacy Employee & Interest Rates

Q&A for Healthcare Employees: Legacy Employee & Interest Rates

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Q&A for Healthcare Employees: Can You Use Your HSA to Pay Healthcare Premiums?

Q&A for Healthcare Employees: Can You Use Your HSA to Pay Healthcare Premiums?

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Q&A for Healthcare Employees: When Should You Apply for Medicare?

Q&A for Healthcare Employees: When Should You Apply for Medicare?

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Retiring Healthcare Worker? Healthcare Costs are Rising!

Retiring Healthcare Worker? Healthcare Costs are Rising!

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*The Retirement Group is not affiliated nor endorsed by Kaiser Permanente


*The Retirement Group is not affiliated nor endorsed by Kaiser Permanente

Healthcare Workers | Emotions of Investing

Healthcare Workers | Emotions of Investing

Healthcare Changes | 2021 Changes

Healthcare Changes | 2021 Changes

Healthcare Workers | Current Market Conditions

Healthcare Workers | Current Market Conditions

Healthcare Workers | Avoiding Mistakes with Taxes and 401k

Healthcare Workers | Avoiding Mistakes with Taxes and 401k

Healthcare Workers | Pension Planning

Healthcare Workers | Pension Planning

Healthcare Workers | Pension Planning Interest Rates

Healthcare Workers | Pension Planning Interest Rates

Healthcare Workers | Retire on Purpose with Purpose

Healthcare Workers | Retire on Purpose with Purpose

Browse our Full Selection of E-books


*The Retirement Group is not affiliated nor endorsed by Kaiser Permanente