You've saved for retirement for years
Now that retirement is approaching or is here, what do you do? Old National Wealth Management is here to help position you to enjoy your retirement years.
Retirement should be about enjoying yourself, your family and the things you worked so hard for, not second-guessing your retirement plan. Old National Wealth Management can help answer your questions.
Everyone has similar questions:
- Have I saved enough for retirement?
- What do I do with my 401(k) or 403(b) account now?
- How much can I spend each month and still have enough invested?
- Are all of my current financial plans obsolete?
- Should I stay away from riskier investments?
- Will this have an effect on my taxes?
- How will my IRA or 401(k) fit into my estate planning?
No magic formula will give you the right answers. Everyone enters retirement with unique situations and futures unfold differently. Although the answers will depend on your changing circumstances, the retirement planning experts at Old National can help you understand your options and put your mind at ease. Our Client Advisors are expert money managers who will help you evaluate your options and determine what is best for you.
Retirement planning is not a one-time set it and forget it event. We will work with you to adjust your approach over time as your life circumstances change.
Investment and securities information presented herein is unique to Old National Wealth Management’s approach to investment management. All information and opinions have been obtained from sources believed to be reliable and current at the time of publication, but are not guaranteed and do not claim to be a complete statement of all material factors. Examples or other representations made herein are for illustrative purposes and are not intended to be specific legal, tax, or investment advice and do not represent a solicitation.
Investments and strategies that may be presented may not be suitable for all investors. Old National Wealth Management Client Advisors and Portfolio Managers will work with interested parties to execute plans developed in consultation with their attorney or tax advisor.
The comments, views and opinions expressed herein are those of the author and Old National Wealth Management. From time-to-time, Old National Bancorp affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report. Old National Bancorp and its affiliates do not accept any liability for any direct, indirect or consequential damages or losses arising from any use of this report or its contents.
Investment instruments utilized by Old National Wealth Management are not FDIC insured, are not deposits or other obligations of Old National Wealth Management, Old National Bank, its parent company or affiliates, and involve investment risk including the possible loss of principal invested.
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