Planning for retirement can be a scary and even intimidating task. But with the right guidance, it does not have to be. This guide outlines four simple steps that can help you transition into retirement with confidence:

  • Determine your expenses
  • Determine your income
  • Match your income source with your goals/time frame
  • Enlist the help of a professional if needed

If you have $500,000 or more to invest, fill out the form to the right to get your free copy today and learn more about how these 4 steps can help you retire with confidence!

A Quick Word About Zacks

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios with many top rated strategies by Morningstar.