As retirement approaches, changing economic conditions and market volatility make it important to reassess your financial strategy. Learn how to manage your 401(k), 403(b), pension, and other assets while developing a plan for spending and investing in retirement. Topics include target date funds, Roth IRAs, annuities, common retirement pitfalls, and ways to prepare for potential long-term care costs. These strategies can help those nearing retirement make informed decisions—and provide a strong financial foundation for the future.

Making informed decisions about when and how to claim Social Security can have a significant impact on your retirement strategy. Learn how to maximize your benefits and coordinate them with other sources of retirement income. Topics include the current state of Social Security, benefit timing, spousal and divorcee options, tax reduction strategies, and coordination with state and federal retirement plans. We’ll also discuss recent changes, including the Social Security Fairness Act, which eliminated the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), as well as considerations for self-employed individuals and government employees.