Pre-Retiree Planning

Like most people who have spent their adult life in the workforce, you probably invested in an employer-sponsored retirement plan as a source of retirement income.

Now that you’re preparing to retire, it's time to determine what to do with the assets in your plan and then strategies to help make sure your retirement income lasts throughout the remainder of your lifetime.

Directly Transfer Or Rollover Your Distribution Into An IRA 

Directly Transfer Or Rollover Your Distribution Into An IRA 

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Leave assets invested in your former employer’s plan

Leave assets invested in your former employer’s plan

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Other sources of retirement income

Other sources of retirement income

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Withdraw the retirement savings  Strategies for withdrawal

Withdraw the retirement savings  Strategies for withdrawal

Learn more

Financial challenges that may impact retirement

Potential financial challenges, if not accounted for, could threaten your retirement spending plan. Over the years we’ll keep an eye on:

Longevity

Longevity

Inflation

Inflation

Market volatility

Market volatility

Managing expenses

Managing expenses

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