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Traditional Retirement

Making sure your retirement years are financially secure takes consistent saving and realistic planning. Even if you start funding your retirement early, once you reach the home stretch – that last 5-10 years of full-time work – you’ll want to be especially proactive so you stay on track. Here is a list of some ways to prepare as your retirement date draws closer:

Products for this Life Stage:*

A SPIA provides a secure income stream.

Do you worry that you’ll outlive your savings? A Single-Premium Immediate Annuity (SPIA) can provide a guaranteed stream of income for life. Review this brief presentation about Retirement Income Solutions to learn how single-premium immediate annuities can boost your retirement income.

Additional Insight for Retirement:

Know what happens when.

To avoid penalties and taxes, it’s important to understand when you can and cannot access retirement funds. See our Key Benefit Ages section for details.

Put the power of tax deferral to work.

Crunch some numbers to see which type of IRA is right for your retirement strategy.

Western & Southern Life does not provide tax or legal advice. Please contact your tax or legal advisor regarding your situation.

*Products suggested for this Life Stage are not a specific recommendation or solicitation to purchase.


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Last Updated: 12/14/2017