Resources

Going through the process of navigating through all your options can feel overwhelming and it shouldn’t be. At Advantage Retirement Services, we find informed decisions make the best decisions, and encourage you to explore our resources to point you in the right direction.

Review and read through our resources below and, as always, please feel free to call us with any question or concern when it comes to planning. With the right guidance, we’ll be able explore, discover and implement the right strategies together.

Videos

Taxes in Retirement

Social Security

Required Minimum Distribution

TV Spot

401(k) Rollovers

In-Service Withdrawl

TV Spot

Guides

What will your Social Security benefit be?

If you’re like most retirees or pre-retirees, you’re excited to start drawing your Social Security benefit you’ve paid in to the system for so many years. Social Security benefits are unique to each worker and vary in payout amounts, and because of this, it’s important to develop a reliable strategy for drawing, as well as supplementing, your benefit. Download and read our complimentary, no-obligation guide, “15 Questions to Ask about Your Social Security Benefits” to walk through the right questions before developing your Social Security strategy.

Are you prepared for retirement?

You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.

Did you leave something behind at your last employer?

No, not your favorite stapler. Something much more important. Something that could impact your retirement and your financial future. Did you leave your 401(k) plan behind? If so, you’re not alone. Leaving a job can be hectic and it’s easy to forget about your retirement plan. But, the good news is that it’s never too late. Download our Free, No Obligation Guide, “5 rollover strategies 401(k)s” you will learn about options like: