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Retirement Planning - I Made It!
Retirement planning — I finally made it!
You're retiring. Are you ready?
Your retirement is here, and you’re ready to stop working. It’s so exciting, but what does it mean for your retirement investments? Have you heard about tax deferred options? Do you keep mutual funds or go to annuities? Give us a call. We can help you through the options so you can start worrying about the big decisions – like golfing or shopping today.
When you’ve made it to retirement, we’ll help you consider:
How much income will you need each year?
Do you plan to relocate or sell your home, and what’s the financial effect?
Will you have a large expense, like a child’s wedding, in a few years?
What are your tax saving options?
What do you do with your 401k when it’s time for retirement?
Why choose the Popular Investments Team?
Expert Advice
Popular Investments has trained investment professionals ready to discuss your options and find what's right for you.
Unbiased Feedback
We aren’t pushing our own investment products, which means you get unbiased feedback.
Personalized Service
We listen to you. You’re not a number in a portfolio.
Are you ready to get started? We’re ready to meet you.
Popular Investments has trained investment professionals ready to discuss your options and find what's right for you. Call us at 1.866.689.0365 to make an appointment or contact your nearest branch location.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. (“Infinex”).
Member FINRA / SIPC.
Popular Investments is a unit of Popular Bank. Infinex and Popular Bank are not affiliated.
Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States
and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate.
These products are subject to investment risk, including the possible loss of value.
Please never share your Popular account details with anyone. Popular will never ask you for your password through email, social media or a third-party website. Learn more.
This is a hyperlink to a third-party website, as described in our Weblinking Practices. Note that such third party's respective privacy policy and security practices may differ from those of Popular or its affiliates. Neither Popular nor any of its affiliates assumes any responsibility, nor do they control, endorse or guarantee any aspect of your use of any linked third-party website. Hyperlinks to third-party websites are solely for informational purposes and for use at your own risk.
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