Saving Strategy
The information includes guidance on the appropriate amount to save and options for where to save, such as a SEP, 401(k), Simple IRA, 457 deferred compensation, Roth IRA, or Traditional IRA.

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Pension or Lump Sum
Advice on whether to receive a one-time lump sum payment or option for regular lifetime income payments, which will provide you with financial security for the long term.

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Social Security

Advice on when to collect, helping you maximize your lifetime benefit. 
 

Health Care
Medicare, Medicare advantage, supplemental plans and Long term care.