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Building A Social Security Bridge

Recording Retirement Optimization

This recorded presentation discusses options for turning retirement savings into retirement income. We compare these options to a Social Security bridge – using savings first to suspend Social Security to a more advanced age and higher benefit.

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Recording Resources

Live Q&A Recording: August 2025

- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?

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Video intro image graphic about Why Retirement Plan Education Matters More Than Evet. Video presented by Greg Klein of Hays Financial Group
Financial Planning & Advice Recording

Why Retirement Plan Education Matters More Than Ever

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