"Retirement, a time to do what you want to do, when you want to do it, where you want to do it, and, how you want to do it."
More than 15 million Americans currently have a 401(k) plan with an ex-employer. Are you one of them? Keeping your retirement on track when making career changes can be stressful. That's why we've created this video to help walk you through the most common strategies for handling 401(k) rollovers. These strategies can apply to pensions and other retirement savings plans as well.
We specialize in helping individuals keep their retirement on track when making career changes or approaching retirement. If you have a 401(k) plan with an old employer and you need guidance, let us know. We want to help provide you with information you need to make the best decision for your retirement!
This calculator can help you estimate how much to save each year to accumulate enough money for your projected retirement. The amount you’ll need to set aside will depend on a number of factors that you can adjust with the calculator, including the type of account you are invested in. Remember that the official retirement age for Social Security purposes is gradually rising for individuals born in 1938 or later.
What are your sources of guaranteed income in retirement?
If you’re in retirement or approaching it, you probably think about income frequently. You’re not alone! Nearly half of retired, and nearing-retirement, Americans are concerned they don’t have enough guaranteed income to last them through retirement. But, did you know there are many ways you can guarantee you’ll have income? Download and read our complimentary, no-obligation guide, “5 Types of Guaranteed Income in Retirement” and start learning what those sources are and if you’re eligible to use them.
Advisory Services offered through Change Path, LLC an Investment Advisor. UBC Wealth Management and Change Path, LLC are not affiliated.
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.