About To Retire - Steve
- Age 63, married, director of non-profit organization
- He and his wife both have retirement savings
- He is concerned about his wife's health
- Thinks about how to be able to retire and travel
Steve, considering early retirement, had just met with his company's retirement specialist. He learned that if he worked two more years, until he was 65, his pension would be worth 15% more than if he retired now. "That's a lot of money, Susan!" he said to his wife. "But then ... shouldn't we do some traveling now, while we both have our health?" Susan agreed: "We have to figure out a way to make it happen." She pointed out that they both had retirement plans and savings; Steve had a 403(b) plan and she had a 401(k) plan in addition to her savings account. It was hard to know where to start. Neither one of them knew how much it would cost to live in retirement.
Click on the "PLAY" button to listen to the story.
Click on the "PLAY" button to listen to the story.
Find more information about
IT IS IMPORTANT that our customers understand that products and services made available through Osaic Institutions, Inc.
Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.
- ARE NOT A DEPOSIT
- ARE NOT FDIC-INSURED
- ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- ARE NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.