Retirement Preparedness
Recording
Retirement Optimization
This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last
Additional Resources
Pretax Roth Infographic Side-By-Side
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It’s A New Year, Turn A Fresh Financial Page
The start of a new year is a time when many of us reassess our finances and look to make improvements. This presentation will walk you through that process and give you tips to think about with your retirement savings. We discuss: • prioritization • making small impactful changes • new IRS limits • financial documents you might want to get in order this year
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Live Q&A Recording: June 2025
- If there is no employer match, should I still save in my 401(k)? - How do I know if I am ready to retire? - With all the ups and downs in the market lately, should I be changing how my money is invested? ...and more!
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