Get Ready to Retire
Create your own retirement
Retirement questions? It's time to find answers.
Retirement can offer exciting new possibilities, and we want you to make a smooth transition to life's next adventure. You're in the right place to get started.
You deserve to have the resources you need to make the most out of the years you've been working so hard to reach.
Five key planning areas
As retirement approaches, we can help you make decisions related to these key topics.
Lifestyle
How can you make the most out of your retirement?
Income
How much will you need to live comfortably?
Investments
Are your assets allocated for long-term stability?
Health Care
Is your health plan in sync with your wealth plan?
Legacy
How can you safeguard your financial legacy so that your loved ones are protected?
Healthcare is a huge expense, but it doesn't have to be confusing
Unravel the complexity of finding the right healthcare coverage with SelectQuote Benefit Solutions, a private Medicare insurance exchange, which offers comparison shopping and licensed agents who are ready help.
Retirement's around the corner. Let's talk.
Many people say you might need to replace about 80% of your income to maintain your lifestyle in retirement. Our retirement advisors are ready to help you figure out what percent of your income you'll need in retirement. They'll help you understand:
- Your sources of retirement income and how to piece them together for a sustainable income plan
- Your monthly retirement budget — is there an income gap?
- Strategies for claiming Social Security and how to maximize this important benefit
Are you within about two years of retiring? Call a Transamerica advisor at 866-616-4191 to help you weigh your options and focus on enjoying this next phase of your life.
Jump start your journey with these webinars
These live webinars are presented by retirement planning consultants so you can ask questions and get the guidance you need.
Get Ready to Retire
Health Care in Retirement
Maximizing Social Security
When you retire and when you begin collecting Social Security may not be the same. Learn different strategies to help you maximize this benefit.
Guide to Retirement Income Planning
Review your sources of income and build a strategy designed to help you reach your goals and expectations.
Life and Legacy
Regardless of your age, income or account balance, everyone needs an estate plan. Take steps to protect the people that matter most to you.
Worksheets + Resources
Get the most from your planning efforts.
The Milestones of Retirement: Ages 50 and Beyond
Mark your calendar for some extra special birthdays when it comes to retirement planning.
Continuing Your Journey - Personalized Advice as You Get Ready to Retire
Get help with five key planning areas that will define your financial life in retirement.
Retirement Budget Worksheet
Calculate today's living expenses to see how much you’ll have to cover in retirement.
Personal Document Locator
Keep track of your important records, papers, and primary contacts — all in one place.
Know Your Numbers
From housing payments to estimated Social Security benefits, putting your numbers on paper is key to creating a sound retirement strategy
Field Guide to Social Security
Our Field Guide to Social Security answers some of the most common questions about your benefits, making it a great resource for you as you approach retirement and decide how you want to claim your Social Security benefits.
Field Guide to Medicare
Let’s Get Realistic About Retirement
Take a critical look at your retirement planning.
Retirement, Health, and Happiness
Budgeting for Retirement
Create a solid budget for the retirement you deserve.
Tackling Debt
We're here to help
Where are you on your journey to retirement? If you're getting close to retirement, give us a call.
866-616-4191
Employer-sponsored retirement plans may have features that you may find beneficial such as access to institutional funds, fiduciary selected investments, and other ERISA protections not afforded to other investors. In deciding whether to do a rollover from a retirement plan, be sure to consider whether the asset transfer changes any features or benefits that may be important to you. Rollovers and transfers may be subject to differences in features and expenses. Indirect transfers may be subject to taxation and penalties. IRA products and related services and investments are available from unaffiliated financial institutions as well as from Transamerica. The role of the retirement counselor is to assist you with your retirement plan. There are no fees for meeting with a retirement counselor, who is a registered representative with Transamerica Investors Securities Corporation (TISC), Member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. Investment advisory services are offered through Transamerica Retirement Advisors, LLC (TRA), registered investment advisor. All Transamerica companies identified are affiliated companies.