Loans, Hardships, And Distributions

Financial Protection Recording

We all want to keep our money saved for retirement. Yet, there are situations in which you might need to access these funds early, like an emergency. This presentation covers different options such as loans, hardship withdrawals, and distributions. When are these options available and what are the implications of each.

Additional Resources

Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

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Text and graphics describing GameStop saga and retirement plans including explanation of short selling.

Communication Financial Planning & Advice

Speculating Vs. Retirement Investing

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Recording Resources

Roth or Pretax Savings, Which Is for Me?

In this informative webinar (the final of our three-part series), we delve into the distinctions and advantages of the Roth savings option, covering: • Understand how saving Roth (after-tax) and/or pretax works • Situations when one option might be more advantageous • How each affects your taxes on contributions and withdrawals

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