What you do today, will determine how you live tomorrow. Whether it’s lying on a beach, golfing with your buddies, or rediscovering why you married your spouse, everyone has their own idea of a perfect retirement. With a little preparation and guidance, retirement can be anything—and everything—you want it to be.
401K's and Pensions: What to do with them after you retire from the company • 401K vs Roth 401K • Options for rollovers
Required Minimum Distributions: Rules and penalties • Secure 2.0 updates
Qualified Longevity Annuity Contracts (QLAC): What they are • Rules and requirements
Fixed (Guaranteed) Investments: CDs • Money Markets • Savings • Fixed Annuities
Inheritance/Death: What happens to my accounts • Correct beneficiaries • Taxes • Rules for beneficiaries
