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Retirement Planning Resources

Live Q&A Recording: August 2025

Recording Resources

- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?

Additional Resources

Recording Resources

Retirement 101: Basics for Getting Started and Debunking Common Myths

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Screenshot image of Hays Financial Group's information about Electronic Disclosure for Retirement Plans

Communication Financial Protection

E-Disclosure

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Video intro image graphic about Building a Social Security Bridget with a pink piggy bank acting as a bridge with people crossing from one side to another across the pig's back. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Building A Social Security Bridge

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