Welcome to Retirement A to Z, I’m Sue Burnett w Monarch Financial Advisors, and this series focuses on Qualified Retirement Plans. 

This is Episode R, where we’ll be discussing what happens when you reach your retirement date.  You've worked hard, and now the day has come – you’re ready to retire! Now what? What happens with your retirement plan if you’re a business owner? What happens to the money that’s in your plan? What happens if there’s life insurance in the plan? What about Social Security?

Take a listen!

Have any questions? Shoot me an email at MonarchFinancialAdvisors@gmail.com. 

Thanks for listening in!