Thinking about retirement - or already there?

Join us for an upcoming retirement webinar watch party, where we will watch an educational webinar together focusing on topics and options that will help you retire with confidence. Light refreshments will be served.

The following topics will be discussed during this complimentary educational webinar:

Managing your retirement income

•Building steady income from pensions, IRAs, 401(k)s and more

•Understanding and maximizing Social Security benefits

•The importance of guaranteed income products

•Planning for longevity—what if you live longer than expected?

•The impact of market ups and downs on your income

Estate planning essentials

•Key legal documents everyone should consider

•Understanding probate and how it works

•The importance of keeping beneficiary designations up-to-date

•Which assets may be subject to taxes, no matter the size of your estate

•Charitable giving strategies and opportunities

Retirement assets and accounts

•Investment options for building your IRA portfolio

•Navigating RMD rules and requirements

•Understanding Qualified charitable distributions (QCDs)

•SECURE Act 2.0: What you need to know

•How IRA distributions and inheritance are taxed

•Inherited IRAs: rules and tax implications

Tax-efficient investing

•How fixed and variable annuities fit into a retirement plan

•Alternatives to traditional CDs

•Positioning investments for interest rate changes

•What does recent tax legislation mean for retirees?

•Understanding tax-deferred investment options