Educational Videos

If you’ve become the beneficiary of an IRA or other retirement account, it’s important to know your options.

Many people believe Social Security will pay for their retirement, but Social Security was designed to be just a complement to a pension and investments. So, don’t rely only on Social Security for your retirement because it probably won’t be enough to maintain your current lifestyle.

Beginning at age 73, you must begin to withdraw money from your retirement accounts every year. The amount is determined based on your life expectancy as contained in the IRS tables. Required minimum distributions are computed by dividing the account balance at year-end by the life expectancy factor.

This free webinar is for women and for men who have women in their lives (wives, sisters, mothers). It features essential information all women need to have if they are concerned about financial security in retirement.

Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement accounts. Roth IRAs offer many advantages that other traditional retirement accounts don’t.

A question we hear often is, “Is it possible to increase my Social Security benefits?” The answer is yes, there are 3 basic ways you can boost your benefits.