Get Ready to Retire
Your retirement, your terms.
Need answers? We're here to help.
You've worked hard to achieve the retirement you deserve, and we want to help ensure your transition to life's next big milestone is smooth. This is the place to get started.
The resources here are designed to help you fulfill your dreams in the exciting years ahead.
Five key planning areas
Retirement planning is important as it helps determine income goals and the decisions necessary to achieve those goals so you can enjoy more financial security.
As retirement approaches, we can help you make decisions related to these important topics.
Lifestyle
What do you really want to do in retirement and what will it cost?
Income
What are your income sources in retirement, how can they be maximized, and how long will they last?
Investments
After years of growth, how should your strategy change to produce income?
Healthcare
What are your healthcare needs in retirement and how will you cover the expenses?
Estate Planning
What financial legacy do you want to leave to help protect your loved ones?
Retirement's around the corner. Let's talk.
As a general guideline, financial professionals estimate that most people will need about 80% of their pre-retirement income to sustain their lifestyle when they finish working. Our experienced retirement advisors are ready to discuss your overall strategy and provide support as you determine the percentage of income you'll need in retirement. They'll help you understand:
- Everything you need to build a holistic retirement plan
- Your monthly retirement budget — is there an income gap?
- How to develop an income strategy from your retirement savings and discuss ways to make your assets last
Is retirement on the horizon? Call a Transamerica advisor at 866-616-4191 to discuss your options and focus on enjoying this next phase in your life.
Jump start your journey with these webinars
Transamerica's retirement planning consultants give live presentations, enabling you to ask questions and get the guidance you need.
Get Ready to Retire
There are five key areas to consider as you approach retirement, including how to address healthcare costs.
Guide to Medicare
When developing healthcare coverage in retirement, it's vital to understand your needs.
Guide to Social Security
Get up to speed about Social Security and the claiming strategies to help you maximize this important benefit.
Worksheets + Resources
Get the most from your planning efforts.
Why Plan for Retirement?
MIT AgeLab Director Joseph Coughlin, Ph.D., explains the value of a retirement plan.
Five Keys to Retirement
Get personalized advice with five key planning areas that will define your financial life in retirement.
Spending Plan Worksheet
Calculate today's living expenses to see how much you’ll have to cover in retirement.
The Milestones of Retirement: Ages 50 and Beyond
Mark your calendar for some extra special birthdays related to retirement planning.
Know Your Numbers
From retirement expenses, such as housing, food, healthcare, and entertainment, to reliable income sources, such as Social Security, retirement accounts, and pensions, putting your numbers on paper is key to creating a sound retirement strategy.
Field Guide to Social Security
Get answers to some of the most common questions. Use this resource as you approach retirement and decide how you want to claim your Social Security benefits.
Field Guide to Medicare
Make the most of your Medicare benefits while managing healthcare costs.
Transferring Wealth
Understanding common ways to transfer wealth can help you create an estate plan that protects your loved ones and ensures your end-of-life wishes are fulfilled.
Preparing for Incapacity
Having a plan in place is crucial to helping your loved ones make financial decisions on your behalf if incapacity strikes due to Alzheimer’s or other forms of dementia.
Personal Document Locator
Keep track of your important records, papers, and primary contacts — all in one place.
Healthcare is a huge expense, but it doesn't have to be confusing
SelectQuote Benefit Solutions can help you find the right healthcare coverage. This private Medicare insurance exchange offers comparison shopping and licensed agents who are ready to help. Call 866-494-1938 to get started.
Medicare Insurance Exchange services are provided by SelectQuote Senior (SQS). Transamerica Retirement Insurance Agency, LLC (TRIA), an affiliate of Transamerica Retirement Solutions, receives fees from SelectQuote Senior (SQS) for referrals made by TRIA agents to SQS.