Understanding the Basics

Retirement Action Steps

As you get closer to retirement, you will be modifying your strategy and making different kinds of preparations. We've organized this section of Getting Ready to Retire into three main components:

  1. Five or more years from retirement
  2. Two years from retirement
  3. Six months or less from retirement

Go to the link that describes your time frame, and look at each of the action steps; then explore each of the Web site sections that are referenced—they will help get you going on a specific strategy that is tailored to your needs.

Share Article:
Add to GooglePlus
Investment and insurance products and services are offered through INFINEX INVESTMENTS Member FINRA/SIPC. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.