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Retirement Preparedness

Recording Retirement Optimization

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

Additional Resources

Communication Resources

‘Tis the Season to Spend Smart

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Recording Resources

Withdrawing Wisely: Taking Money from Your Retirement Account

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Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

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