Move forward with confidence
Let a licensed Empower representative help you:
- Review your strategy now that you’re retiring.
- Determine if you have enough saved to live comfortably throughout retirement.
- Evaluate your investments and create a plan to generate income post-retirement.
- Align your savings and post-retirement income sources to simplify your strategy.
- Understand any tax implications related to taking distributions.
Other important retirement considerations:
- Withdrawals — How much to take and when?
- Social Security — When is the ideal time to take it?
- Exploring Medicare options
- Putting a plan in place in case something happens to you and/or your spouse
- Managing other goals, such as paying off a mortgage or funding education
Give us a call or schedule a free consultation and let us help you take the next steps
1 Empower Retirement satisfaction survey and IVR data as of March 2022.