Social Security
Learn about a key pillar in your retirement plan – Social Security. We discuss the basics including the status of this vital program. Plus, we will look at crucial points in deciding when to receive benefits for you and/or your spouse.
Additional 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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Behavior Of Retirement Savers
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Get Started Saving for Retirement
In this first video of a three-presentation series, we will cover: • Why save for retirement and how to get started with your workplace plan • How much you should contribute to your plan to make sure you're saving enough for your future • Accessing your money and the different options available to you • Basics of investing your savings — After this, we suggest watching "Foundational Investing" and "Roth & Pretax Savings, Which Is for Me?".
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