Match Change (Eng & Span)
Participant communication in English and Spanish detailing employer match changes
Additional Resources
Taxes & Withdrawals: Keeping More of Your Retirement Money
Discover smart strategies to withdraw from your accounts in a tax-efficient way. We’ll explore the order of withdrawals, tax considerations, and how to help your savings last longer.
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Turning Your Savings Into Income: Effective strategies for creating a retirement paycheck
In the realm of retirement planning, much attention is devoted to the saving and accumulation phase. But what about the income phase? Join us in this enlightening video as we delve into this often-overlooked aspect of retirement planning. In this video, we will cover the following key topics: • Identifying Your Retirement Income Needs • Understanding Your Income Personality • Tailored Strategies for Diverse Retirement Income Preferences
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Retiree Profiles: Lifestyles In Retirement
In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop lessons we can learn from them to better prepare for retirement ourselves.
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