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AARP surveyed Americans recently and found 42% don’t feel prepared for retirement, however 87% felt that retirement planning is important. There’s a gap because most people feel overwhelmed about planning for their retirement. Carolyn McArdle talks to Walid with Patelco Credit Union who will give some retirement basics to get you started. Keep in mind that everyone’s situation is different, and our friends at Patelco are not tax advisors. For tax advice based on your individual situation, you’ll need to consult a tax professional.
Get more information at patelco.org. Patelco is insured by NCUA.
Take a listen to their conversation, below!