Congratulations! You’ve been saving and planning for your retirement, and it’s finally here. Now’s the time to take the steps to help your nest egg provide the income you intend it to. By taking a holistic view of all your assets, you can determine if you’re on track to getting the income you need to live the life you want and help make it last as long as you do.
Step 1: Medical costs often catch people off guard.
Understanding Medicare and planning around it can help you cap those expenses.
Step 2: Work toward meeting your income needs in the future.
myOrangeMoney is our all-in-one interactive educational experience to help you calculate your future monthly income.
Step 3: Social Security is another valuable source of money.
If you know what your options are, you can make the most of your potential income.
Step 4: Think about working with a financial professional.
Think about working with a financial professional as you adjust your financial strategy to fit your ongoing needs. It could make a lot of sense.
This material is provided for general and educational purposes only; it is not intended to provide legal, tax or investment advice. All investments are subject to risk. We recommend that you consult an independent legal advisor or financial professional for specific advice about your individual situation.
The information herein is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.
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Neither Voya nor its affiliated companies provide tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.