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Countdown to Retirement

Introduction

You've finally made it—six months before retirement. This is a critical period. You'll need to take care of last-minute details to ensure a smooth transition into retirement. You should develop a retirement budget (see the section Discovering Your Retirement Lifestyle) and reevaluate your life insurance coverage (see the section Bridging the Retirement Insurance Gap).

If you are leaving a company, it is the best time to make sure you have all of the information and paperwork in place so that you can start receiving company retirement benefits.

If you plan ahead, you can start receiving Social Security and Medicare Benefits in the month that you retire. Review your investments and taxes and make adjustments to reflect your new situation. And if you decide to move, there are some things to look into to evaluate the financial impact your move could have.

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*Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. BancorpSouth Wealth Management is a trade name of BancorpSouth Bank, a division of Cadence Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Eaton Federal Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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