Fillable - 7 Steps to Retirement PC1412

INTRODUCTION

Planning for retirement can be a challenging exercise, so it is easy to put it off for another day. Though you may be saving diligently, you still may not have the confidence that you will be able to enjoy the lifestyle you envision in retirement. This guide will walk you through seven steps to help you develop a plan suited to your needs and lifestyle goals.

1. ESTIMATE YOUR LIFE EXPECTANCY 2. PROJECT YOUR RETIREMENT EXPENSES 3. INCLUDE HEALTHCARE COSTS 4. DETERMINE WHEN YOU WILL RETIRE 5. DECIDE WHERE YOU WILL RETIRE 6. CREATE A TAX-EFFICIENT INCOME STREAM 7. PROTECT YOUR PLAN

As you review each step, take notes to share with a Commerce Trust advisor who can help you explore the potential impact on your retirement plan.

1 | THE 7-STEP RETIREMENT PLAN

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