In Retirement

Living in retirement will be very different from working toward it. Review our six retirement income videos for help with developing a plan to transition from saving to spending. Creating a plan will help you shape your own retirement reality, rather than letting circumstances shape your future.

Starting Out

Picture It

One of the most important, but often overlooked, steps for retirement is to visualize what you want it to look like, then prioritize your life goals. Taking this step will help you determine what you want retirement to look like and if you’ll have enough money to pay for it.

Pay for It

After you have a good idea of what you want retirement to look like, you'll want to develop a realistic budget. Doing so can also help you see if you’re on track with your savings.

 

Plan It

Risks

After years of savings, it's important to know the key risks your money could still face after you retire. Understanding these risks can help you plan now.

 
 

Strategies

A retirement income strategy can help you decide how to divvy up your savings and convert it into a steady income that will need to last the rest of your life. We'll walk you through three popular strategies so you can begin to develop your own.

Building Your Portfolio

Position It

Your retirement portfolio will be just as, or even more, important as your pre-retirement portfolio. Review some key principles to consider when choosing investments.

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This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.