Retirement Planning - I Made It!

Your retirement is here, and you’re ready to stop working. It’s so exciting, but what does it mean for your retirement investments? Have you heard about tax deferred options? Do you keep mutual funds or go to annuities? Give us a call. We can help you through the options so you can start worrying about the big decisions – like golfing or shopping today.

When you’ve made it to retirement, we’ll help you consider:

  • How much income will you need each year?

  • Do you plan to relocate or sell your home, and what’s the financial effect?

  • Will you have a large expense, like a child’s wedding, in a few years?

  • What are your tax saving options?

  • What do you do with your 401k when it’s time for retirement?

Why choose the Popular Investments Team?

Are you ready to get started? We’re ready to meet you.

Local Investments has trained investment professionals ready to discuss your options and find what's right for you.
Call us at 1.719.301.0033 to make an appointment or contact your nearest branch location.

Please never share your Local account details with anyone. Local will never ask you for your password through email, social media or a third-party website. Learn more.