Building A Social Security Bridge
Recording
Retirement Optimization
This recorded presentation discusses options for turning retirement savings into retirement income. We compare these options to a Social Security bridge – using savings first to suspend Social Security to a more advanced age and higher benefit.
Additional Resources
Kickstart Your Retirement: New Year, New Financial Goals
• Setting financial goals and making the most of your savings • Maximizing opportunities in different tax advantaged accounts • Practical tips on taxes, budgeting, and investing
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Retirement Preparedness
This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last
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