Did you know that October is National Retirement Security Month? This “holiday” was historically observed the third week of October, but since 2020 it has been extended to a month-long celebration. The goal of the month is to help increase the retirement savings and personal financial literacy of everyone here in the U.S., and likewise, enhance their retirement security.

To help celebrate, we’ve added three new Richmond Refreshers educational clips to our YouTube site. We hope you will find these topics beneficial, whether you’re still employed or already enjoying a life of retirement!

• Realized Gains & Losses In Your Non-Qualified Accounts?

• What you should know about proposals regarding Roth IRA Conversions

• Retirement Withdrawal Strategies: What You Need To Know