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Short videos with plain-English guides on the decisions that shape retirement. Pick a topic that sounds like you.
Your Second Pension: How a Rollover Creates Guaranteed Lifetime Income
An animated walkthrough of how a rollover can become a guaranteed monthly paycheck for life — six simple steps, under a minute.
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Nevada Educators: Is Your 403(b) on Autopilot?
A guide for CCSD and Nevada educators on reviewing a 403(b) before retirement — what autopilot mode costs you and what to check.
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Got an Old 401(k) or 403(b) Sitting Out There? Don't Forget About It
What happens to retirement accounts left at former employers, and the options for old 401(k)s and 403(b)s: leave, move, roll, or cash out.
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Bank CD vs. MYGA: Which One Actually Pays You More?
CDs and multi-year guaranteed annuities (MYGAs) both offer fixed, guaranteed rates — here's how they differ on rates, taxes, and time horizon.
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The Retirement Tax Surprise Most People Don't See Coming
Why taxes don't retire when you do: how 401(k)/403(b) withdrawals, Social Security taxation, and RMDs can surprise retirees.
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Term vs. IUL: What's the Real Difference in Life Insurance?
Term life insurance vs. indexed universal life (IUL) explained plainly: what each is for, what each costs, and how to think about the choice.
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What Actually Happens in a Retirement Review (It's Not a Sales Pitch)
What a complimentary retirement review covers, what to bring, and what you walk away with — explained plainly.
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