Financial Wellness Education

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 you retire and your paycheck stops?  Are you preparing yourself for retirement success?

This session will:

  • Explain the current state of retirement in the U.S.
  • Illustrate the different sources of retirement income
  • Provide guidance on best investing practices for retirement
  • Give you a framework on deciding whether to defer into your retirement account on a pre-tax or Roth basis (or both)
  • 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 to best position yourself for success.

FILE #

Chris Burke
Senior Consultant
Retirement Plan Consulting
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LoVasco Consulting Group and their agents are presently licensed to sell traditional life insurance in Michigan as a resident producer and numerous other states as a nonresident producer. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. Proper state registration is mandatory prior to conducting business in any state. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. LoVasco Consulting Group is owned and operated independently from M Holdings Securities, Inc. LoVasco Consulting Group is a member of M Financial Group. Please click here for further details regarding this relationship.