- Introduction
- Company Retirement Benefits
- Social Security and Medicare Benefits
- Investments and Taxes
- If You Decide to Move
- Putting It All Together
You've finally made it—six months before retirement. This is a critical period. You'll need to take care of last-minute details to ensure a smooth transition into retirement. You should develop a retirement budget (see the section Discovering Your Retirement Lifestyle) and reevaluate your life insurance coverage (see the section Bridging the Retirement Insurance Gap).
If you are leaving a company, it is the best time to make sure you have all of the information and paperwork in place so that you can start receiving company retirement benefits.
If you plan ahead, you can start receiving Social Security and Medicare Benefits in the month that you retire. Review your investments and taxes and make adjustments to reflect your new situation. And if you decide to move, there are some things to look into to evaluate the financial impact your move could have.
- ARE NOT A DEPOSIT
- ARE NOT FDIC-INSURED
- ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- ARE NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
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.
