‘Tis the Season to Spend Smart

Roth Or Pretax

Retirement Preparedness

This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last

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