WATCH AND LEARN
RETIREMENT VIDEO LIBRARY
Watch, Learn, and Make More Informed Retirement Decisions
Explore these short educational presentations on retirement income, taxes, annuities and risk. Choose the question that matters most to you, then watch at your own pace.
Choose a video to explore
Each presentation explains a planning question, potential options and the trade-offs to consider. Access is complimentary; the video form requests your email address and phone number.
Roth Conversion
A Roth conversion creates a tax bill today, but it may provide more flexibility with qualified withdrawals later. Watch to learn how conversion timing, tax brackets, future required distributions, and Medicare premiums can affect the decision, and why converting nothing may also be the right choice.
Guaranteed Income
Growing your savings is one challenge. Turning them into income you can plan around is another. Watch to learn how income sources, withdrawals, and market exposure can work together, and what trade-offs to consider when seeking less fluctuation in retirement.
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Educational information only. This library does not provide individualized investment, insurance, tax or legal advice. Guarantees depend on the issuing insurer and contract terms; all strategies involve risks and limitations.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. Insurance, consulting and education services are offered through Modern Edge Capital LLC, a separate and unaffiliated entity.
© Modern Edge Capital LLC. Proprietary educational content. Please do not reproduce or redistribute without written permission.