Understanding the Basics
- Introduction
- Now That You Have the Time... Will You Have the Money?
- How Sturdy Is Your Three-Legged Stool?
- Myths about Retirement Planning
- Big Picture Preview
- Basic Guidelines
- Get a Head Start on Your Retirement Today
- Retirement Action Steps
- Five or More Years from Retirement
- Two Years from Retirement
- Six Months or Less from Retirement
- Bridging the Retirement Insurance Gap
- Company-Sponsored Retiree Medical Coverage
Retirement Action Steps
As you get closer to retirement, you will be modifying your strategy and making different kinds of preparations. We've organized this section of Getting Ready to Retire into three main components:
- Five or more years from retirement
- Two years from retirement
- Six months or less from retirement
Go to the link that describes your time frame, and look at each of the action steps; then explore each of the Web site sections that are referenced—they will help get you going on a specific strategy that is tailored to your needs.
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Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.