Lesson 1

In this lesson we will discuss the challenges faced when attempting to find the "perfect" investment or product for retirement savings.

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You can't guarantee that retirement will be smooth sailing, but with the right knowledge you can be better prepared to weather the challenges.

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Lesson 2

This lesson focuses on how to be tax wise during retirement by becoming better tax diversified.

Lesson 3

Learn how to transfer savings from employer provided 401k or other retirement plans with an IRA rollover.

Lesson 4

Being tax wise during retirement requires understanding how Social Security benefits are taxed.

Lesson 5

Watch a brief case study illustrating how annuities add greater certainty to retirement income.

Lesson 6

Indexed annuities can help grow savings when markets are up, while protecting against market losses.

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Lesson 1

There are many factors to consider when choosing a benefit start date. In order to make the best decision for you, there are some basic things you need to know about Social Security.

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Lesson 2

Learn the importance of your full retirement age and why it may not be the best age to start collecting benefits.

Lesson 3

The way benefits are taxed can come as a surprise. Learn more about the Social Security tax torpedo.

Lesson 4

The focus of this lesson is on maximizing the spousal benefits available to many married couples.

Lesson 5

Divorced spouses may be eligible to claim benefits based on an ex-spouse’s Social Security record.

Lesson 6

The age you start collecting retirement benefits can have a large impact on the amount of any survivor benefits.

Lesson 7

In this lesson we will focus on the earnings test and how benefits can be impacted by continued employment.

Lesson 8

Some public sector employees face possible reductions in benefits due to WEP and GPO provisions.

Lesson 9

In this lesson we will provide instructions for obtaining your benefit statement online from the Social Security website.

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