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Retirement Participants Take Note

March 7, 2007

As you prepare for retirement, it’s important to have a comprehensive plan for making your money last throughout your lifetime. The investment decisions made today can affect your lifestyle for years to come. While this may sound like a daunting task, it doesn’t need to be. All it takes is a little time, an awareness of its importance, and some step-by-step guidance. By working together with your Fidelity representative, he or she can help get your retirement planning on the right track.

Among the opportunities you can discuss are:

  • Choosing plan investments that suit your life stage and risk tolerance with confidence
  • Taking a close look at how ready you are to retire and the best course of action to reach your retirement goals
  • Tax laws that could allow you to invest much more in your UNH plan while retaining all your tax advantages
  • Strategies for generating income to last throughout your retirement years
  • Understanding and utilizing your distribution options to their full potential

To schedule your appointment with a Fidelity representative at the MUB:

Bring your most recent pay stub, Fidelity quarterly statement, and the statements of any other investments you would like to discuss.

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