Countdown to Retirement
- Introduction
- Company Retirement Benefits
- Social Security and Medicare Benefits
- Investments and Taxes
- If You Decide to Move
- Putting It All Together
Putting It All Together
Retirement can be a dramatic change for you. Proper planning now will let you devote your retirement energies to the things you really enjoy doing. Let's review the key elements of a successful retirement strategy.
Retirement Review Time
- Determine when you can retire and what your retirement lifestyle will be.
- Make sure you have your insurance needs covered.
- Understand your Social Security benefits.
- Develop an investment strategy. As you get older you'll need to get more conservative, but remember you want your portfolio to keep pace with inflation.
- Monitor your investments. Remember to consider gradually shifting money in and out of investments within your portfolio.
- As you approach retirement, think about the distribution options that will suit your needs and wants.
- Understand the tax laws when planning the sale of your home.
- Estate planning is a critical part of your overall planning.
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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.
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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.