Retirement
Congratulations! You made it to one of the most rewarding stages of your life. With the right preparation, you can spend your post-career years exactly as you like: relaxing, traveling, spending time with loved ones or cultivating new interests. One of the keys to a happy retirement is laying the groundwork now for meeting your financial needs later. As you start the retirement planning process, your primary objective should be to live off the interest on your retirement savings. This section is designed to help you reach this goal and eliminate the age-old concern about out-living your resources.
Event Checklist
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Participate in Retirement Savings Plan
When it comes to accumulating dollars for your retirement or other long-term needs, it doesn't get much better than a plan that allow your dollars to go in on a tax-advantaged basis -- which means Uncle Sam is encouraging you to contribute to your retirement plan. No taxes are paid until funds are withdrawn. Be sure to participate in the retirement plans offered to you by your employer.
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Obtain an Estimate of Social Security Income
There is a lot of information you can request from the Social Security office. To find out what information is available, see:
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Meet with a OneDigital Medicare Advisor
​​If you are eligible for Medicare, you may want to consult with an advisor with ​Medicare.gov or contact an advisor with OneDigital to learn about your options.
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Medicare Advantage or Supplemental Plans
OneDigital Advanced Health take’s pride in being fierce advocates of your health, success and financial security. We understand the complexities of today’s health insurance marketplace, and we’re here to listen and find affordable options to meet your individual needs. Trust us to advocate for you, ensuring that you receive the utmost support and peace of mind as you navigate your healthcare journey.
Scan the QR code to book an appointment with a trusted licensed agent | Hours of Operation: M – F 8am – 5pm CST​​​​
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