(UBS)
- Are you saving for retirement? This presentation focuses on key concepts that may contribute to retirement saving success: the power of compounding, tax diversification, 2026 retirement plan contribution limits, the “savings waterfall,” (published 11 December 2025) and strategies for protecting investors’ most valuable resource: human capital.
- For individuals transitioning to retirement, this guidance includes information about the nonfinancial aspects of retirement, developing a Liquidity strategy to potentially navigate and succeed during bear markets, a rule of thumb that may help determine if sufficient savings are in place for retirement, Social Security claiming strategies, tax planning considerations, and an overview of health care options that may be available to early retirees.
- For those who are already in retirement, this presentation provides a range of helpful guidance about managing taxes when retirees access their retirement accounts to fund spending, the potential role of guaranteed income in retirement plans, Social Security cost of living details, the basics of Medicare, advice regarding planning for long-term care costs, and some estate planning strategies that may help retirees make a meaningful positive impact on their families and communities.
Click the Download button to access this educational overview of core retirement planning concepts.
