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

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

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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Financial Wellness Money Management Recording Retirement Savings

Kickstart Your Retirement: New Year, New Financial Goals

• Setting financial goals and making the most of your savings • Maximizing opportunities in different tax advantaged accounts • Practical tips on taxes, budgeting, and investing

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