A well-designed retirement plan can help you enjoy the post-career lifestyle you desire. Explore financial strategies for how to save and prepare for retirement, leverage retirement savings options when needed, employ tax-diversified investment strategies and create retirement income.

IRA and 401(k) withdrawal rules

Qualified retirement plans like IRAs and 401(k)s benefit from tax breaks, but you must follow the withdrawal rules to make sure you aren’t penalized instead.

Working after retirement: 3 financial considerations

Retirement isn’t always a set-it-and-forget-it exercise. Here are some key points to consider if you’re thinking about a new career venture post-retirement.

What is a retirement bucket strategy?

A retirement bucket strategy can help secure retirement income during unpredictable markets.

How to retire early: 8 early retirement tips

Early retirement sounds like a dream, and it can be, with a proper plan. Here are strategies you can use to ensure that you’re ready.

4 investment options to help generate retirement income

Customize your retirement income with these common investment choices.

Key milestone ages as you near and start retirement

Your age affects how much you can contribute to your retirement accounts and when you can withdraw from them without penalty.

Explore more financial strategies for retirement.

Discover other financial and retirement planning strategies that can help you prepare for the future with confidence.

Disclosures

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

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U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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