1 / 1

“I’m Ready to Retire” … or am I?

Have I made plans for what I want to do during retirement? Have I developed a realistic monthly retirement budget, taking income taxes into account? Do I have an estimate of how much monthly income I’ll receive from Social Security or a pension plan?

samson-lowery
Télécharger la présentation

“I’m Ready to Retire” … or am I?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Have I made plans for what I want to do during retirement? • Have I developed a realistic monthly retirement budget, taking income taxes into account? • Do I have an estimate of how much monthly income I’ll receive from Social Security or a pension plan? • If I decide to receive Social Security benefits before my full retirement age, do I know how it will impact my future financial security and that of my spouse? • Do I have complete information on how my pension, IRA or 401(k) plans will be distributed? • Do I know the advantages, disadvantages, costs and tax implications of post-retirement income? “I’m Ready to Retire”… or am I? Cindy L. Rounds (607) 239-6033 If you answered “NO” to any of these questions, call Cindy Rounds is a Registered Representative with and securities are offered through LPL Financial. Member FINRA/SIPC

More Related