While retirement may look different for each of us, everyone has a goal of retiring (or at least making work optional) at some point in the future. This workshop will cover determining how much you will need in retirement and the 3 pillars of retirement security including:
– Social Security – maximizing your benefit
– Employer based plans – Defined Contribution vs. Defined Benefit plans, including Simplified Employee Pensions (SEP)
– Traditional IRA vs. Roth IRA and Roth conversions