Skip to content

Roth or Pretax Savings, Which Is for Me?

Recording Resources

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

Additional Resources

Recording Resources

Navigating Retirement Savings: Myths and Realities

A revealing presentation that separates retirement savings myths from facts, helping you make informed financial decisions. • Demystifying Retirement Savings: Uncover the truth about common retirement savings misconceptions. • Strategic Planning for Retirement: Gain clarity on how these myths could impact your financial future. • The Real Path to Financial Freedom: Learn strategies to optimize your retirement savings based on real facts and proven methods.

Learn MoreLearn More
Video intro image graphic about Inflation Effects on Retirement Savings. Video presented by Greg Klein of Hays Financial Group
Financial Planning & Advice Recording

Inflation Effects On Retirement Savings

In this presentation you will learn about: • Inflation – What is it? • How inflation impacts investments and preparing for retirement • What you can or should do about counteracting the effects of inflation

Learn MoreLearn More
Video intro image graphic about Retiree Profiles: Lifestyles In Retirement. Video presented by Greg Klein of Hays Financial Group
Financial Wellness Recording

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.

Learn MoreLearn More
Close