ISC Group, Inc.

ISC Group, Inc. Working To Get You To And Through Retirement The corporation officially began operating under the name of ISC Group, Inc. in 1989.

ISC Group has been in the business of providing retirement plan services to employers throughout the country for over 30 years. ISC is located in Dallas, Texas, and is a privately owned holding company specializing in financial management and lifetime income planning. Principals of the firm possess collectively over 55 years of experience. ISC is a member of the State Pension Review Board, TACT (t

he Texas Association of College Teachers), NTSAA (National Tax Sheltered Accounts Association), and a variety of other organizations. Our employees make up Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Masters of Business Administration (MBA), and a myriad of other distinctions. Whatever your financial need, we have an expert who will work with you to develop a customized financial plan.

The market is as unpredictable as the weather. We’re here to help you prepare.
08/02/2023

The market is as unpredictable as the weather. We’re here to help you prepare.

The market is as unpredictable as the weather. We'd love to help you prepare.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
07/31/2023

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Being healthy may help your personal finances.
07/28/2023

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

You won’t believe what these taxpayers tried to get away with.
07/24/2023

You won’t believe what these taxpayers tried to get away with.

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
07/21/2023

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

15-year vs. 30-year: know your refinancing options.
07/19/2023

15-year vs. 30-year: know your refinancing options.

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

📢 Important Lesson from Aretha Franklin Estate Battle! 🎶🔑 Key Points:Aretha Franklin's estate battle highlights the impo...
07/18/2023

📢 Important Lesson from Aretha Franklin Estate Battle! 🎶

🔑 Key Points:
Aretha Franklin's estate battle highlights the importance of having a proper will.
A Michigan jury validated a 2014 handwritten will found under a couch cushion.
Everyone should have a will or trust to ensure their property goes where they want.
Without a will, state law determines the distribution of assets.
Handwritten wills, known as holographic wills, are valid in certain states like Michigan.

💡 What You Need to Know:
A will details your wishes for property and assets after death.
It appoints an executor and can name guardians for minor children.
Dying without a will means dying intestate, with state laws determining asset distribution.
Aretha Franklin had two handwritten wills found after her death from pancreatic cancer in 2018.
Her sons disagreed over which will govern the estate.

📜 Why Having a Will Matters:
The 2014 will gave different instructions regarding the main home's ownership and income sharing.
Handwritten wills must meet specific criteria to be valid.
More recent will usually take precedence.
DIY wills are risky and can lead to legal disputes.

🚫 Limitations of a Will:
Beneficiary designations on retirement accounts can supersede a will.
Joint tenancy ownership can override will instructions.

🔒 Protecting Privacy:
Estate plans can be kept private by using a trust instead of a will.
Trusts allow you to avoid probate court and keep details confidential.

Aretha Franklin's sons disputed which of two handwritten wills governs the Queen of Soul's estate.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
07/17/2023

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Business owners should consider a succession plan sooner rather than later.
07/14/2023

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
07/12/2023

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
07/10/2023

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

In Q2, the stock market continued its upward trend, driven by cooling inflation, a potential shift in monetary policy, a...
07/10/2023

In Q2, the stock market continued its upward trend, driven by cooling inflation, a potential shift in monetary policy, and growing excitement around artificial intelligence (AI).

Stocks extended their rally in the second quarter, boosted by cooling inflation, the prospect of a shift in monetary policy, and enthusiasm over artificial intelligence.

Address

3500 Oak Lawn Avenue, Ste 400
Dallas, TX
75219

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12145201115

Website

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