Year-End Savings Topics
Financial Planning & Advice
Recording
Holiday spending, last minute tax situations, and getting off on the right foot next year are all themes we cover in this video. Many people assess their finances and retirement savings at the beginning/end of the calendar year. If you are one of them, keep these items in mind.
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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Roth or Pretax: Which Is for Me?
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Decoding Your Retirement Statement: What Really Matters
Your retirement statement holds more insight than just your balance. We’ll help you understand the key numbers and how to use them to track your progress toward retirement goals.
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