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Retirement

Enjoy your future with confidence

Congratulations on reaching the end of your retirement journey!
Your years of hard work are starting to pay off, but there are still a few things to consider as you begin this new stage in life. 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:

My financial worries are over

Retirement can be an exciting time, but it can also be filled with uncertainty and a new set of challenges. Just because you’re retired doesn’t mean your planning is over. Are you financially prepared to cover 20 or 30 years of life in retirement?

Your tomorrow starts today

  • Determine your withdrawals
  • Protect your hard-earned money
  • Get a helping hand

Required Minimum Distribution Calculator

The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from some types of retirement accounts annually. This calculator helps you determine how much you’re required to withdraw.

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How to protect yourself from financial fraud

No matter your age, it's good to know how to protect your financial accounts. It's important to stay vigilant when it comes to protecting your finances, whether you are a pre-retiree, semi-retired or fully retired.

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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’m done working forever

There are many reasons a retiree may return to the workforce post-retirement, and it’s not always a financial concern. 90% of retirees working for pay say they chose to continue working to stay active and involved. But 42% say financial reasons like needing money to make ends meet sent them back to work while 13% went back to keep health insurance and benefits.*

*2023 EBRI/Greenwald Research Retirement Confidence Survey

Live the future you’ve imagined

  • Reduce your debts
  • Stick to your budget
  • Get a helping hand

Credit Card Pay Off Calculator

Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

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3 Reasons to have a budget

If you're not following a budget, you're not managing your money correctly. Without a budget, you really have no way of knowing how much you're spending each month, and how much room for savings your expenses and income allow for.

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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.

No more tax concerns

You may think that once you’re retired, you’ll have less income and less taxes, but if you have the same amount of income as before you might stay in the same tax bracket. You might also face fewer tax breaks. Plus, tax rates could go up in the future.

Take control of your financial future

  • Prepare for future generations
  • Be aware of taxable investments
  • Get a helping hand

Estate Tax Planning Calculator

Estate tax planning is very important to preserving your wealth for future generations. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years.

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Are you tax savvy?

In a rising tax environment, it may make sense to take a fresh look at your retirement and investment strategies to help make sure you're being tax savvy.

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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.

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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.

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