Dollars With Dennis

Back To School Retirement Planning Quiz


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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/

The kids may be heading back to class, but it’s not a bad time for adults to hit the books too, especially when it comes to retirement. So, let’s test your knowledge with a quick financial pop quiz and see how ready you really are. In this episode, Dennis takes you through five multiple-choice questions covering essential retirement topics every pre-retiree and retiree should understand.

Here’s some of what we discuss in this episode:

📅 Knowing your full Social Security age

🪙 Catch-up contributions after 50

📂 Understanding RMD rules

📈 The 4% withdrawal rule 

🚨 Top risks that threaten retirement plans

Our website: https://www.401k.faith

Phone: (513) 898-1897

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Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/

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Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/

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Dollars With DennisBy Dennis Horr