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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Securities and insurance products are offered through INFINEX INVESTMENTS INC. and its affiliates, member FINRA/SIPC. Infinex Investments Inc. and Exchange Investment Services, Inc. are independent entities.
Securities and insurance products are offered through INFINEX INVESTMENTS INC. and its affiliates, member FINRA/SIPC. Infinex Investments Inc. and Exchange Investment Services, Inc. are independent entities.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank Deposit
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