Retirement planning involves fitting together your financial puzzle pieces to provide the ideal situation for you at retirement. Some of those pieces include budgeting, your 401 (k), your Roth IRA and more. There are also different stages of retirement planning including early planning in your 20’s & 30’s, “prime time” in your 40’s & 50’s, heading to the finish line from 55-65, and finally, retirement. Don’t worry if you are jumping into the retirement planning game late, there is beneficial information for every phase of life in our video segments below.

Retirement Planning Intro & Getting Started: 20’s & 30’s

Retirement Planning 40’s & 50’s

Retirement Planning 55-65

Retirement Planning 55-65 (Cont.)

When You Retire

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.  Any performance referenced is past performance which is not indicative of future results.  All investments involve risk and may involve risk of loss of principal.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No investment strategy assures success or guarantees against loss.

All scenarios referenced are hypothetical examples only and are not indicative of the performance of any specific investment.  Your results will vary.

72t is a series of substantially equal periodic payments taken from your retirement account.  Payments must last for 5 years, or until you turn age 59 ½, whichever is longer.