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Retirement is Near & You Feel Confident

Congratulations on nearing retirement. When you do, you might consider employment in another field or simply follow new dreams. Even though you’re confident you’ve taken the right steps and prepared for retirement, you might be concerned with how your income could last or what benefit payment options might be available to you before you do retire.

Here are tips, as well as helpful links to our Learning Center materials, to help you stay on track with added confidence:

Stay where you are – You can keep your money in the Plan. Often, people think they must move money out of the Plan once they leave their employer. In fact, you can keep your Plan right where it is. By staying with the Plan, you might avoid costs like front-load fees and commissions that sometimes come with new accounts.

Re-evaluate your investments – Talk with your Account Executive to request an account review. They’ll take you through all the steps you should consider when preparing for retirement. You can gain understanding to any need to change your current account structure. And because investing involves market risk, including possible loss of principal, they’ll help you understand how that risk may affect your retirement years and what strategies you may want to consider for it.

Prepare for payouts – You might be surprised at how many choices you have when it comes to receiving income in retirement. Whether it’s income you receive in a lump sum, partial lump sum, systematic withdrawal, or rollover, we have information to help you better understand each of these options.

Additional articles or video you can use to learn more:

Get the help you need

You are heading for retirement and your life may have changes ahead. We’re here to help you through this transition – if you have any questions or would like to just talk about retirement, call your Account Executive today.

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