insights webinar

Preparing for Retirement: Retirement Income, Roth vs. Pre-tax, and Beyond

Employees participating in their company sponsored 401(k) / 403(b) retirement programs.

What happens when your paycheck is turned off? With pension plans becoming extremely rare, the burden to save for retirement has been shifted to individual workers. This session will focus on illustrating sources of retirement income, whether to contribute to a retirement plan on a Roth or pre-tax basis and provide best practices to prepare to leave the workforce. This program is not only focused on helping those close to retirement but can also provide valuable context for younger employees.  

Retirement Plan Consulting
Chris Burke
Vice President
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