At first blush, planning for retirement might seem a little intimidating. So many questions; so many possibilities; and a long road full of twists and turns between here and there. This guide is designed to help you more easily navigate that road – offering information, insights and resources to help you make more informed retirement planning decisions.
No matter where you are in the retirement planning process – from those just getting started to current retirees – we provide calculators, worksheets and clear action steps that can improve your efforts and keep you on track. The guide is divided into four sections, with each section requiring only a few minutes of time to review:
While there are many common questions such as,
There are no universal answers to even the most common questions. That’s why talking with an advisor can be so important. Call 877.962.9032 and get connected with a SunTrust Investment Services advisor who can answer these and other retirement questions.
Your Social Security benefit can vary greatly depending on the age at which you begin receiving benefits, your pre-retirement income, and possibly other sources of income you have in retirement. Use this calculator to help estimate how much you (and your spouse) can expect.
Unlike a traditional IRA, a Roth IRA allows you to withdraw your money tax-free in retirement. Learn how to maximize your retirement savings.
Want to be a thoughtful investor? You’ll be well on your way by adhering to the following five simple tenets of investing.
Most people wonder if they’ll have enough to retire. Staying on top of your financial goals is important in the homestretch as you have less time to set aside savings.
Does your financial plan address more than just retirement? Find out what types of planning make sense for you.
Calculating annual required minimum distributions (RMDs) can be complex and mistakes can be exceedingly costly, so it’s important to consider an optimal withdrawal strategy.
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