Like most people who have spent their adult life in the workforce, you probably invested in an employer-sponsored retirement plan as a source of retirement income.
Now that you’re preparing to retire, it's time to determine what to do with the assets in your plan and then strategies to help make sure your retirement income lasts throughout the remainder of your lifetime.
Directly transfer or rollover your distribution into an IRA
Potential financial challenges, if not accounted for, could threaten your retirement spending plan. Over the years we’ll keep an eye on:
Longevity
Inflation
Market volatility
Managing expenses
Withdrawals are subject to income taxes, and depending on age, penalties may also apply.
This is meant for educational purposes only. It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions. 04/19
