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.
Home |
Archive |
Subscribe/Unsubscribe
Contact
