Enjoy Life in Retirement

You’ve worked hard to save for retirement, and now you get to enjoy this next stage of life. We’re here to help you make informed decisions every step of the way.

How are you managing your retirement finances?

You’ve spent years saving. Now it’s time to plan how to spend your money wisely in an attempt to make it last. These age-related milestones can help.

I am...

Living in Retirement

62 Years Old

Develop a Social Security strategy

You can start taking Social Security or wait to maximize your benefits. Keep in mind: Taking it early would mean receiving the smallest benefit available over your retirement.

65 Years Old

Prepare for your medical costs

It may be time to apply for Medicare, or you could be penalized. Evaluate the best plans for your solution and know the deadlines. You'll want to apply about three months prior to turning 65.

70 Years Old

Claim your Social Security benefits

If you haven’t already, you'll need to claim your Social Security benefits by age 70. You can set up an account and manage your benefits online using the Social Security Administration website.

72 Years Old

Begin mandatory withdrawals

These mandatory minimum withdrawals are your required minimum distributions (RMDs), and we can help you understand what you need to know.

We can help you spend your retirement savings wisely.

Even in retirement, managing your cash flow and budget is an ongoing process. Create your income plan and find the appropriate products and services to manage your assets to help make them last throughout retirement.

Investment Options

Retirement Income Fund

With a Retirement Fund, you can turn your investment into automatic monthly income.

Reinvest Your RMDs

So, what do you do with that RMD cash if you prefer not to spend it? You can put it to good use. Keep your money working for you with a general investing account.

Services

Personalized advice

You want to feel confident about your decisions. We can pair you with a financial advisor to give you a personalized plan for your goals.


Get expert insights; gain clearer understanding.

Gain valuable perspective on the markets, investing strategies, and personal finance.

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The amount of your benefits in retirement will depend on a few key factors.

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Live in retirement comfortably.

Stay on track

Continue to evaluate your portfolio and adjust your asset allocations, as needed.

Talk with us

Speak with one of our trusted Financial Consultants.

Monday–Friday, 8 a.m.–8 p.m. ET

Looking for advice?

From one-on-one retirement investment advice to professionally managed portfolios, we're here to help.

All investments are subject to market risk, including the possible loss of principal. Diversification cannot assure a profit or protect against loss in a declining market.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax, or investment advice. This material does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision.

Income for Retirement Income 2020 Fund is not guaranteed and is subject to change.

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