Retirement Questions for Educators
Education professionals face specific retirement-planning needs to retire on time and with the income they require. As a financial representative, you can provide meaningful value by supporting these individuals as they prepare to retire. This whitepaper provides details and common strategies you can use to serve this unique demographic. This version has been updated with insight on how Social Security benefits may be affected. Updated April 2019.
59 1/2: Why Is This Age So Important?
What happens at 59 1/2? Plenty. You can add more to your retirement fund. You can make early withdrawals from your retirement savings without penalties. You’re six years from your full retirement age. And you’ve lived through some of the most exciting and challenging times in modern history.
5 Retirement Mistakes Small-Business Owners Make
Small-business owners are an essential component of keeping America’s economy churning. In the United States, small businesses with 500 or fewer employees make up 99.7% of companies.
With this report, our goal is to help business owners avoid costly mistakes and confidently plan for the retirement they deserve.