Loans, Hardships, And Distributions

Financial Protection Recording

We all want to keep our money saved for retirement. Yet, there are situations in which you might need to access these funds early, like an emergency. This presentation covers different options such as loans, hardship withdrawals, and distributions. When are these options available and what are the implications of each.

Additional Resources

Text and graphic two step process for Hays Financial Group's clients to white label for describing steps to enroll and choose an amount to contribute to a 401(k) for their employees.

Communication Financial Wellness

Plan Highlights Basic Steps (Eng-Span)

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Video intro image graphic for Roth of Pretax Savings. intro overlay to a video. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Roth Or Pretax

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Recording Resources

Tackling Debt on Your Path to Retirement Saving Success

In this seminar, we dive into these crucial topics: • Types of Debt: Understand the nuances of different debts. • Smart Payment Strategies: Learn how to tackle debt effectively. • Cash Flow Mastery: Control your financial inflow and outflow. • Retirement Impact: Discover how debt decisions shape your retirement journey.

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