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.

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Additional Resources

Informational table explaining 401(k) Pretax and 401(k) Roth contributions.

Communication Retirement Optimization

Pretax Roth Infographic Side-By-Side

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Announcement graphic with dollar bills and text : 401(k) match is now paid every pay period.

Communication Financial Wellness

Match Change (Eng & Span)

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Recording Resources

Get Started Saving for Retirement

In this first video of a three-presentation series, we will cover: • Why save for retirement and how to get started with your workplace plan • How much you should contribute to your plan to make sure you're saving enough for your future • Accessing your money and the different options available to you • Basics of investing your savings — After this, we suggest watching "Foundational Investing" and "Roth & Pretax Savings, Which Is for Me?".

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