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Countdown to Retirement

Investments and Taxes
  • Think about beginning to reposition some of your investments. See the section Fine-Tuning Your Investment Strategy.
  • Review your income tax situation. Once you retire, your employer will no longer be withholding income taxes for you. So be aware that you may have to start making estimated tax payments after you retire. If you are receiving an annuity from a company retirement plan, income taxes should be withheld on the annuity. Take this into account when determining if you have to make estimated payments.
  • When you retire, it may affect the vesting, exercisability and expiration of company stock options. If applicable, check your employer's plan to become familiar with the rules so that you take the appropriate course of action.

IMPORTANT NOTE: If applicable, determine when to exercise your employer stock options. You may have only a limited window of opportunity. Know the expiration dates of your options and whether they are affected by your retirement.

  • Review your will. Make sure that a revision of the tax laws, or a change in your status or your family status, won't affect the terms of the will. Make sure that your will reflects your current wishes, and addresses your current estate.
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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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