Retirement

Retirement guidebook

A one-stop shop for our retirement planning advice whether you are saving for, transitioning to, or already in retirement

08 Jan 2025

Retirement planning advice

  • Saving for retirement

    Starting sooner is better

    • Why invest now vs. later?
    • How can I grow my savings?
    • Is a Traditional or Roth IRA right for me?

  • Transitioning to retirement

    Plan your move with confidence

    • What’s my vision of retirement?
    • How much do I need to realize it?
    • How can I protect my long-term nest egg?

  • Already in retirement

    Make the most of your savings

    • How do I prevent over spending in retirement?  
    • When is the best time to claim Social Security?
    • Which Medicare plan should I choose?

2025 Retirement guide

This concise report focuses on timely updates and strategies for those who are saving for, planning for, or already in retirement in 2025. It is perfect for readers seeking quick, actionable insights to enhance their retirement savings this year.

Retirement guidebook

This comprehensive presentation is a one-stop shop for our retirement planning advice, covering everything from where to start saving for retirement to creating a withdrawal strategy. It is ideal for any reader navigating a retirement planning journey.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Switzerland AG, UBS AG and UBS Financial Services Inc. and our advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.

CIO research disclaimer

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