Plan Highlights Basic Steps (Eng-Span)
Easy-to-understand retirement plan highlights in English and Spanish
Additional Resources
Retiree Profiles: Lifestyles In Retirement
In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop lessons we can learn from them to better prepare for retirement ourselves.
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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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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
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