In My 60's

This can and should be the most fulfilling decade of your life, especially if you have children and grandchildren. However, there are still financial issues to be addressed.

You’ve earned the right to protect your wealth. Here’s how:

• Consolidate retirement plans—Consider rolling all tax-deferred retirement plans and accounts into one rollover IRA.
• Catch up on your IRA—Once over 50, you qualify to make "catch-up" contributions to your retirement plan.
• Protect your assets—Consider protecting your future retirement income with an annuity.
• Plan for the inevitable—Insurance can help replace pension or Social Security income should you outlive your spouse.

At every life stage, a Wealth Management client advisor can help you stay on course.