Living the dream is state of mind. Backed by a good retirement plan.
Getting into retirement mode.
With smart planning, you’ll be able to increase your chances of maintaining your current lifestyle long after your last paycheck. So let’s talk about the best ways to adapt and maximize your future cash flow.
Ensure Continuing Income
Social Security may not be as generous when you retire. But fixed annuities can guarantee you’ll have income for life.
Access Your Income
If you have money in a 401(k) or IRA, you will need to plan how you’ll withdraw those funds. We can help you map out a smart strategy.
Locate Any Savings Bonds
Fact: matured government savings bonds no longer earn interest. Know when yours come due so you can cash them in, and put them to work.
Tackle Your Taxes
Now that you’re almost ready to retire, let’s balance your tax obligations with how much you’ll withdraw—so you pay only what you should.
Some things in life are guaranteed.
As you get close to retirement, we have solutions to meet your specific needs. Whether you need income soon, or further down the road, we can provide the necessary tools to help make your next phase successful.
Lifetime Income Annuities
Turn a lump sum of money into a pension-like stream of dependable income for the rest of your life. Guaranteed.*
Fixed Deferred Annuities
Grow your money on a tax-deferred basis, at a guaranteed fixed rate of interest—and skip the worries about market volatility.
Are you ready for retirement? Use our Financial Preparedness Index (FPI) calculator.
Talk it through with an expert.
We're here to help.