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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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
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Infinex Investments Inc. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments and services mentioned are available in every state.
