Hi there, 

Planning your retirement withdrawals can be tricky, but we’re here to help! Join us for the Smart Withdrawals: How Much Should You Take from Your Retirement Accounts? webinar on May 28 at 12:00 PM.

Key takeaways:

•    The 4% rule
•    The impact of taxes on your withdrawals
•    Understanding RMDs (Required Minimum Distributions)
•    Balancing your income needs with the longevity of your nest egg

Whether you are preparing for a long retirement or entering the withdrawal phase, this webinar will provide the actionable insights you need to preserve your wealth.

Register today and take control of your retirement future!

Every decision we make stems from our belief in a “client-centric” experience. With this core value in mind, our teams have been collaborating as a united front to deliver a user-friendly platform that provides you, as plan participants, with specific resources and education to help you better understand and take full advantage of your benefits. If you haven’t checked it out yet, click the button below!

Your financial well-being is our top priority. If you have questions or want to schedule an annual review, we encourage you to click below to schedule a 1:1 meeting with a Prime Capital Retirement team member!

MONDAY         TUESDAY         WEDNESDAY         THURSDAY          FRIDAY

Mark Hogan

Brad Holdhusen

Craig Scherzer