Living in Retirement

To many, retirement is the carrot at the end of the stick. After working and saving for years, you've finally reached the time where the only job requirement is to relax and enjoy yourself. So does that mean you've shaken off all financial responsibilities? Not at all: As with any other major life change, you should re-evaluate your financial position to make sure you and your loved ones will continue to be well-protected and cared for. Below is a list of articles that may be of interest to you:

Legislation Would Encourage Lifetime Annuities for Retirees
Recently, a group of bipartisan Congressional leaders introduced The Retirement Security for Life Act.
CD vs. Fixed Deferred Annuity
Comparison of two quality financial tools
Navigating the Maze of IRA Distributions
Understanding IRA distributions
Special Needs: Caring for Loved Ones Under Unique Circumstances
Suggestions for parents and caregivers of people with special needs
Lump-Sum Distributions
Suggestions for making decisions on retirement plan distribution
Social Security and Medicare Changes for 2007
Important changes in Social Security and Medicare
Key to Making Retirement Savings Last: The Withdrawal Rate
Explains the withdrawal rate and how it affects retirement income
Volunteerism — Giving the Gift of Self
Help others and spend some of your retirement as a volunteer

To assist you in making sure that you have taken the steps that can help ease your transition into retirement, The Retirement Consulting Group (RCG) has compiled a checklist of considerations, and recommended action steps.

To learn more about the checklist, read the attached article from RCG's Education Series This link opens an external site in a new browser. , or contact your financial professional or The Retirement Consulting Group.

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Living in Retirement


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