Retirement Planning Financial Semina

Decisions to make before retiring

Retiring Soon? Critical Decisions to Make the Year or Two Before Retiring

As you approach the long awaited moment of retirement, there are a myriad of decisions that need to be made. When do I begin my social security payments? Do I choose single-life or joint-life pension payments? Do I need to withhold anything for taxes? When do I pull money from my 403(b) or IRA plan? We will discuss these critical questions and more during the presentation so you can feel confident in making smart decisions that will affect your retirement.