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Pre-retirement

Keep planning to reach your financial goals

You’re nearing the finish line, but there may be some small course corrections that could lead to large retirement lifestyle wins. Securing your financial future starts with action today.

Retire the uncertainty

Don’t let myths keep you from achieving your goals. Find out why these common concerns are not necessarily true:

I don’t need to review my withdrawal rates

Your withdrawal strategy will depend on your unique circumstances, but there are several factors that can change over time. That’s why it’s a good idea to periodically review your current and future goals while keeping an eye on market conditions and inflation rates to make sure you’re covered for the long term.

Moving forward starts today

  • Determine your worth now and in the future
  • Plan for the unexpected
  • Get a helping hand

Net Worth Calculator

This calculator helps you determine your net worth and estimates how it could grow (or shrink) over the next ten years.

How big of a threat does inflation pose to your retirement?

We’re seeing higher inflation rates, and this unwelcome surge should prompt retirees to consider the threat it could pose to their financial security.

Financial professional help

You can also meet with your Corebridge financial professional to help you create a budget and work toward short-term, mid-term and long-term savings goals.

I’ll spend less in retirement than I do now

If your retirement goals include things like traveling or pursuing new hobbies and activities, you may end up spending more in retirement than you thought. That’s why it’s a good idea to create a budget now so you can live retirement the way you want.

Step into the future you’ve imagined

  • Do the math
  • Plan, plan and plan some more
  • Get a helping hand

Retirement Planning Calculator

Do you know what it takes to work towards a secure retirement? Use this calculator to view your retirement savings balance and your withdrawals for each year until the end of your retirement.

How to navigate the 10 years before retirement

The decade before you retire is often crunch time for many would-be golden agers. Consider these four easy-to-enact retirement strategy boosters.

Financial professional help

You can also meet with your Corebridge financial professional to help you create a budget and work toward short-term, mid-term and long-term savings goals.

It doesn’t matter when I retire

A high number of workers age 55 and up (41%) say they expect to retire at ages 70 or older, or not at all.* But if you’re planning on retiring earlier, you’ll likely have to do some extra planning to fund a longer post-career plan.

* Employee Benefit Research Institute and Greenwald Research, 2023 Retirement Confidence Survey

Take control of your financial future

  • Prepare for future income
  • Consider your long-term goals
  • Get a helping hand

RMD & Stretch IRA Calculator

The Internal Revenue Service (IRS) requires you to take Required Minimum Distribution (RMD) withdrawals from your retirement account(s) annually beginning the year you reach the RMD-eligible age. Use this calculator to help determine how you can stretch out your payments for as long as possible.

How to retire early

It may just take a little extra soul searching, some additional planning, and consistent follow-through to make your early retirement dreams a reality.

Financial professional help

You can also meet with your Corebridge financial professional to help you create a budget and work toward short-term, mid-term and long-term savings goals.

Explore these additional resources

Financial Wellness Webinar Series

Learn valuable information on topics that may help you make smarter financial decisions.

Register for upcoming educational webinars or watch on-demand webinars when it’s convenient for you.

FutureFIT University

FutureFIT University is a digital education program, designed to help you better manage your money and learn about key financial topics, through a series of interactive modules.