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Ready for Retirement?

Let us provide guidance for what’s next.

Did you know 10,000 people reach retirement age every day?

You’ve worked hard to plan for the future but if you are like many people you are worried how to make the critical transition from working to retirement.

For many, the top 3 retirement concerns are:

1  Running Out of Money

2  Maintaining Current Lifestyle

3  Rising Healthcare Costs

(Source: Personal Financial Planning Trends Survey, American Institute of CPAs, 2019)

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We’re Here to Help

The decisions you make about retirement will affect your future.
Work with a South State Investment Services Financial Consultant to:

Plan

Plan

Create a financial plan that incorporates your goals, potential healthcare costs, and retirement income needs.

Invest

Invest

Determine if you are saving enough and if your current investments are properly diversified.

Protect

Protect

Determine if you are properly insured to protect your savings and the ones you love in the event of the unexpected.


Key Ages for those Nearing Retirement:
Save Up

Save Up

Foundation of key accumulation years

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IRA Catch-Up Contributions

IRA Catch-Up Contributions

You can start making catch up contributions

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IRA withdrawals allowed

IRA withdrawals allowed

without the additional 10% early withdrawal penalty

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Claim Social Security

Claim Social Security

Minimum age to claim Social Security, but if you wait your check will be larger

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Enroll in Medicare

Enroll in Medicare

Time to Enroll

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Max Social Security Benefit

Max Social Security Benefit

If you start taking social security now, you will receive the maximum benefit.

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Take a RMD

Take a RMD

You must start taking a Required Minimums Distribution this year to avoid tax penalties.

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Celebrate!

Celebrate!

You’ve worked hard to save. It’s time to enjoy your retirement.

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Visit our advice center for articles on retirement, investing, saving, and more.

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If you need financial guidance, we’re here to help.