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Retirement Planning Resources

2023 IRS Contribution Limits

Communication Retirement Optimization

2023 IRS Limits for Retiirement Plans (PDF Download)

Additional Resources

Video intro image graphic about A Better Understanding of Your Retirement Plan Statement. Video presented by Greg Klein of Hays Financial Group

Financial Protection Recording

Retirement Plan Statements – A Better Understanding

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Video intro image graphic about Year-End Saving TopicsVideo presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Year-End Savings Topics

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Text and graphic two step process for Hays Financial Group's clients to white label for describing steps to enroll and choose an amount to contribute to a 401(k) for their employees.

Communication Financial Wellness

Plan Highlights Basic Steps (Eng-Span)

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