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Understanding the Basics

Retirement Action Steps

As you get closer to retirement, you will be modifying your strategy and making different kinds of preparations. We've organized this section of Getting Ready to Retire into three main components:

  1. Five or more years from retirement
  2. Two years from retirement
  3. Six months or less from retirement

Go to the link that describes your time frame, and look at each of the action steps; then explore each of the Web site sections that are referenced—they will help get you going on a specific strategy that is tailored to your needs.

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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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