Find your path here!
TAKE THE QUIZThe path to retirement is a long and winding road. Most people spend several decades planning and saving for retirement. A lot can happen in 30 years. Financial market ups and downs. Career transitions. Health challenges. Family changes. During all that activity, it can be challenging to know where you stand on the path to retirement.
Learn from frequently asked questions and explore tools to get started planning for your retirement income with ease and confidence.
From annuities to Social Security and most everything in-between, here you'll find clear, simple explanations of each type of retirement income, including the basics of how they work, pros and cons, and some important considerations.
You can't plan for retirement without taking taxation into account. Until the other inevitablity comes to pass, the IRS will continue taking its share - and it can be a doozy.
Given the economic circumstances many Americans have lived through over the past decade, it’s helpful to know that there are ways to take advantage of guaranteed retirement income benefits, regardless of where the economy heads in the future. This section will give you facts and insight to help you make wiser, sounder choices about your retirement income. The more you know, the better you can plan.
My Path to Retirement
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The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.