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


How can you make the most out of your retirement?


How much will you need to live comfortably?


Are your assets allocated for long-term stability?

Health Care

Is your health plan in sync with your wealth plan?


How can you safeguard your financial legacy so that your loved ones are protected?

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

This webinar will walk you through the five key areas described above. A great first step if retirement is on your mind.

Health Care in Retirement

Do you know your Medicare A-B-C-D's? If not, no fear! Learn about Medicare and options to "recreate" your healthcare coverage 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

Our Field Guide to Medicare is designed to arm you with knowledge, so you can make informed decisions. It can help you make the most of your Medicare benefits while managing healthcare costs.

Let’s Get Realistic About Retirement

Take a critical look at your retirement planning.


Retirement, Health, and Happiness

What’s the link between retirement, health, and happiness?

Budgeting for Retirement

Create a solid budget for the retirement you deserve.


Tackling Debt

Take steps to reduce debt - and stress - today.

We're here to help

Where are you on your journey to retirement? If you're getting close to retirement, give us a call.


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.