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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.

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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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