This is a replay of our live webinar held on September 29, 2021 where we discuss last minute considerations associated with those who will be retiring soon. Topics discussed will be:

• End of career opportunities that may exist

• Making maximum use of 401(k) deferrals

• Understanding the tax impact of deferred compensation plans

• Taking advantage of Roth IRAs

• Company-sponsored retirement plan vesting considerations

• The importance of understanding your retiree benefits

• Considerations when making pension decisions

• Integrating Social Security into your retirement plans

We hope that you enjoy this presentation and will not hesitate to reach out to our office should you have any questions!