top of page
Untitled design-124.png

Retirement, Social Security & Medicare

Planning for your own financial security as you get older (retirement planning) is an important part of your financial future.  We can help you understand the options available to you through Social Security and Medicare, and help you make decisions about how to use other accounts available to you to help supplement Social Security, like IRAs and employer plans. These resources can help you make important decisions like when to start Social Security and pension payments, as well as withdrawing from IRAs, Roth IRAs and 401ks, and annuities. 

Helpful Links

Everything about Required Minimum Distributions

We are providing these links to third party sites for informational purposes only. We make no representation to the completeness or accuracy provided by eternal sites. Information has been obtained from sources we believe to be reliable, but accuracy and completeness cannot be guaranteed.


Social Security Presentation

Prism Planning and Solutions Group does not provide legal, tax or accounting advice. Information provided may be from third parties. We do our best to ensure all information is accurate and current but cannot guarantee it. We are happy to share information with all, but only provide advice when there is an agreement to do so in place. Please consult your own legal, tax or accounting professional before acting on any information provided.

bottom of page