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I'm retired

What do you want to learn about?

Today's financial needs | Planning for retirement | Living in retirement | Protecting assets

Today's financial needs

Start budgeting for your future

Start budgeting for your future

Credit basics

Credit basics

Debt

Debt

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Planning for retirement

Avoiding emotional investing

Avoiding emotional investing

Stay in my plan or start taking money?

Stay in my plan or start taking money?

Key milestones

Key milestones

When should I file for Social Security?

When should I file for Social Security?

Rollovers

Rollovers

Taxes on retirement income

Taxes on retirement income

Social Security filing rules for beneficiaries

Social Security filing rules for beneficiaries

Income sources in retirement

Income sources in retirement

What to do during a down market

What to do during a down market

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Living in retirement

Paying for health care in retirement

Paying for health care in retirement

Planning for the cost of long-term care

Planning for the cost of long-term care

Medicare 101

Medicare 101

Do I have to take all my money at once?

Do I have to take all my money at once?

Working while retired

Working while retired

The value of my money now may be different in retirement

The value of my money now may be different in retirement

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Protecting assets

Protecting your assets & estate planning

Protecting your assets & estate planning

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More life stages

I'm just getting started | I've been saving & investing | I'm about to retire | I'm retired
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The Savings Plus Program offers 401(k) and 457(b) Plans available to most State of California employees, including employees of the Legislature, Judicial, and California State University (CSU) system, and Part-time, Seasonal, and Temporary (PST) Employees Retirement Program.

Retirement Specialists provide information for educational purposes only. This information is not meant to be used as investment advice. Retirement Specialists are Registered Representatives of Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio.

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