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Develop the Road Map to Your Retirement Destination

Western & Southern is here to help you develop a plan that aligns with your financial goals in retirement so you can live life on your own terms.

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Planning for Retirement With Western & Southern

Before something becomes real, you first have to imagine it — especially when it comes to your retirement. When you look out across the horizon of your life and envision the future, what kind of retirement lifestyle do you see for yourself? Where do you want to live? How do you want to spend your time? Retirement can open up space and time for you to finally work on your passion projects or enjoy fun new adventures. No matter what your dreams are, we can help you realize them.

Western & Southern is here to help you develop or adjust a plan to attain your financial goals in retirement so you can live life on your own terms. With effective planning, you may be able to build the financial resources you need to enjoy the freedom you want. We are eager to collaborate with you to listen to and understand your needs, help guide you in considering the most suitable retirement strategies for you and make necessary adjustments to it along the way as your life and goals change.

how long will retirement savings last

How Much Do You Need to Save for Retirement?

Do you have enough retirement savings to support the lifestyle you envision? Our quick and easy calculator can help you determine how much of your current annual income you may need to save in order to achieve your retirement goals. Use our calculator’s retirement analysis to help you evaluate your current retirement strategies.

Find the Right Tools for Retirement Success

These retirement planning solutions can pave the way for a comfortable and secure retirement.

Annuities for Retirement Income

Annuities provide a reliable income stream during retirement, offering tax-deferred growth, protection against market volatility, and the option for lifetime income.

Individual Retirement Accounts (IRAs)

IRAs offer tax advantages and diverse investment options, including Traditional IRAs for pre-tax contributions and Roth IRAs for tax-free withdrawals, empowering you to build a robust retirement portfolio.

Small Business Retirement Plans

Non-qualified retirement plans provide tailored solutions for retirement income, offering flexibility to direct benefits to yourself, family members, or key employees. These plans include executive bonus, split dollar, deferred compensation, and salary continuation arrangements.

Learn Unique Facts About Retirement

Start preparing for retirement now and avoid the risk of reaching your mid-60s without enough savings, as 18% of Americans are saving none of their annual income and 39% have no money set aside for retirement.

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start early for retirement planning

Start Early & Pay Yourself First

No matter how old you are, you know saving money takes determination and discipline. Retirement may feel like a long time away, and your daily living expenses always seem to take priority. It takes planning and a certain amount of sacrifice to save, so paying yourself first is a good rule of thumb. Sometimes, the earlier you start, the smaller the amount you might need to set aside each month. But remember it's never too late to start saving either.

Learn More About Retirement Planning

Start with these educational articles to help empower you to make more informed decisions about your financial future.