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
Retirement 101: Basics for Getting Started and Debunking Common Myths
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Retirement: Greatest Hits
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Roth or Pretax Savings, Which Is for Me?
In this informative webinar (the final of our three-part series), we delve into the distinctions and advantages of the Roth savings option, covering: • Understand how saving Roth (after-tax) and/or pretax works • Situations when one option might be more advantageous • How each affects your taxes on contributions and withdrawals
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