Video Courses

5-minute videos to learn retirement essentials… fast!

Course Library
Webinars

Learn on your schedule with live and recorded webinars

Webinar Library
Workshops

Four Cornerstone classes to build a solid retirement

Workshop Calendar
eBooks

Download from our free eBook Library

Book Library
Free Analysis

Personalized written analysis of your retirement outlook

Analysis Reports
Personal Coach

PERSONAL ONE-ON-ONE PROFESSIONAL FINANCIAL ASSISTANCE

Learn More

Join FREE to unlock all retirement education resources!

GET STARTED! IT'S FREE!

Register

FREE

LEARN THE RIGHT WAY TO GO TAX FREE WITH ROTH IRA CONVERSIONS

Download this free 20-page eBook to learn how converting to a tax free Roth IRA might benefit you.

FREE!

FREE!

get instant access

ANNUITY EXAMINER: 3 Steps for Creating Your Personal Pension

Learn how to use annuities to generate life-long income to pay for your essential living expenses in retirement.

ROTH IRA EXAMINER: Best Way to Pay Any Conversion Tax

There may be no better time than now to convert your IRA, 401k or other tax-deferred retirement plan to a tax-free Roth IRA. But, you have to use the right strategy for paying any resulting conversion tax. This video will show you that strategy.

STOCK MARKET EXAMINER: Understanding Risk, Reward and Time

When investing in the stock market, understanding the relationship that exists between investment risk, reward and time can have a big impact on your security in retirement.

STOCK MARKET EXAMINER: Understanding the Perils of Reverse Dollar Cost Averaging

If you have your retirement funds invested in the stock market there are many things you need to understand and pay attention to. The concept of reverse dollar cost averaging can be a critical one. Learn about it’s dangers in this four minute video.

ANNUITY EXAMINER: Income for Life

In this video you will learn more about using annuities to provide life-long retirement income.

RETIREMENT

Education Portal

Receive the education, resources and support you need to accomplish your retirement financial objectives!

JOIN NOW

BOND EXAMINER: Understanding Interest Rate Risk

There may be a place for bonds in a retirement portfolio. However, there are risks associated with even the highest quality bonds. This brief video highlights one that is often referred to as interest rate risk.

STOCK MARKET EXAMINER: Market Losses – Will You Have Time to Recover?

Stock market volatility is always scary. But for those who are retired or close to retirement it can be a disaster. In about four minutes this video will show you how long it may take to recover from market losses.

RETIREMENT EXAMINER: Your Retirement After Fees and Taxes

Many people don’t fully consider the impact of taxes and fees on their future retirement income. In a little over four minutes this video will show you why it is so important to manage investment fees and be tax-wise during retirement.

SOCIAL SECURITY EXAMINER: The Tax Pyramid

One key to being tax-wise in retirement is in understanding that the tax code treats different financial instruments differently. This is especially true when it comes to your Social Security benefits. This brief video is a good place to start to unravel the complexity of Social Security taxation.

SOCIAL SECURITY EXAMINER: A Strategy for Supersizing Benefits 

Learn about the relationship between your IRA, 401k and Social Security and how it could be one key to enjoying a more secure retirement.

YOUR RETIREMENT EDUCATION PORTAL: Learn how to optimize and manage your...

Taxes | Medicare | Social Security | IRA, 401k, Roth IRA, Annuities and More!

Video Courses

5-minute videos to learn retirement essentials… fast!

Course Library
Webinars

Learn on your schedule with live and recorded webinars

Webinar Library
Workshops

Four Cornerstone classes to build a solid retirement

Workshop Calendar
eBooks

Download from our free eBook Library

Book Library
Free Analysis

Personalized written analysis of your retirement outlook

Analysis Reports
Personal Coach

PERSONAL ONE-ON-ONE PROFESSIONAL FINANCIAL ASSISTANCE

Learn More

Join FREE to unlock all retirement education resources!

GET STARTED! IT'S FREE!

Register