Social Security
Recording
Retirement Optimization
Learn about a key pillar in your retirement plan – Social Security. We discuss the basics including the status of this vital program. Plus, we will look at crucial points in deciding when to receive benefits for you and/or your spouse.
Additional Resources
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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Pretax-Roth
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