Congratulations! You are nearing or are in retirement. Your working years have been spent preparing and saving for this life-changing event. But now that you have reached, or are nearing the milestone of retirement, the planning does not end. In fact, you are going to need some new financial skills to make sure your nest egg supports you during your golden years. We want to share tools that will help with money management, ongoing investments, minimizing taxes and securing your legacy.
- Age 60 Savings Goal: Retirement Savings should be 9.4x annual salary
- Age 60 Annual Retirement Savings: 15% of annual income
(includes all deferrals, employer match, and profit sharing)
Goals & Considerations