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Learning > Getting Ready To Retire / Retired > Understanding the Basics > Get a Head Start on Your Retirement Today
Understanding the Basics

Get a Head Start on Your Retirement Today
  1. Take out a copy of your employee benefits handbook. If your employer furnishes you with annual employee retirement and benefit statements, make sure you have the most current copies. Gather the most recent copies of your savings and investment statements.
  2. Have a pencil and notepad available.
  3. Go straight to the next section on Action Steps. These are based on the number of years or months you are away from retirement.
  4. Spend some time exploring the sections referred to in the Action Steps. They will provide you with some of the answers you need to make important retirement decisions.
  5. Make this a family affair. Don't forget to involve your spouse. If you have older children, consider sharing with them some of your estate planning and retirement concerns.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. Premier America Credit Union and Premier America Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier America Investment & Retirement Services, and may also be employees of Premier America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Premier America Credit Union or Premier America Investment & Retirement Services. CA Insurance License #0759204, TX Insurance License#1643255.

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