Transitioning into Retirement
Assess Your Retirement Situation
To make the most of the time you spend with your advisor, it may be a good idea to get organized ahead of time by:
- Prioritizing your goals
- Calculating your expenses
- Determining your potential sources of income
Invest with a Retirement Leader®
Franklin Templeton Investments is a leader in retirement investing, managing over $125 billion on behalf of individuals, small businesses and institutions.2 We offer a complete range of tax-advantaged retirement plans. Talk to your advisor to find out more.