Video Library | Managing and Monitoring Investments Post-Retirement

Managing and Monitoring Investments Post-Retirement

When it comes to saving and investing for retirement, there are many questions to consider when it’s time to retire. This video will offer concepts to help you understand each of your various retirement accounts and build an appropriate retirement withdrawal strategy to make your money last throughout your retirement years.

Resources

Video Presentation File (pdf)
Investment Basics Handout (pdf)
Investment Menu Handout (pdf)
IRA Application (pdf)
IRA Incoming Rollover/Transfer Form (pdf)

Disclaimer: The information contained in this Web site is being made available as a public service. The information is not intended to constitute legal, tax, accounting or investment advice, or to replace official versions of that information. Benefit Estimates or Service Credit Purchase estimates requested through this Web site are not official descriptions of any benefits, and do not represent a promise by MERS to provide any benefit(s) to any person(s). No one can detrimentally rely upon the information provided in, or requested through this Web site. MERS reserves the right to correct any errors, and presents this information without warranties, express or implied, regarding the information's accuracy, timeliness or completeness. If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.MERS (6377).

Managing and Monitoring Investments Post-Retirement

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Resources