Getting Close

YOU'RE ALMOST THERE…IS YOUR PORTFOLIO PREPARED TO RETIRE?

You're still working and you only have a few years left. Are you getting the most bang for your buck? Talk to your financial advisor to ensure your goals are being met.

Your financial goals are important to us. Let us help you reach them. Click here to request a free no-obligation financial review with a licensed banker and/or financial consultant*.

A few things to think about…and it doesn't end here!
Have you contributed the maximum to your 401(k) plan and your IRA(s)? Are you looking for tax-deferred growth? You may want to consider an annuity. There are two types of annuities: Fixed and Variable.

Most of us in our working careers have had jobs at more than one company. If you left funds in a prior employer's retirement plan, you should contact the plan administrator to verify your balance and find out how funds will be distributed. Better yet, you may want to consider a Rollover IRA.

How about consolidating your retirement accounts? Maybe, for convenience sake and a variety of other reasons, you might want to have all of your funds in one account or at the same financial institution.

Now is also an appropriate time to adjust your portfolio…maybe you want to reduce your risk levels and invest a little more conservatively.

Several months prior to retirement, it's a good idea to contact the Social Security Administration to find out when you'll be eligible to start receiving benefits and for that matter how to apply to start receiving benefits.

Whew…
There's a lot to consider and a whole lot of options. Our best recommendation would be to meet with your financial advisor to ensure you're on track to reaching your goals.

Your financial goals are important to us. We can help you reach them. Click here to request a free no-obligation financial review with a licensed banker and/or financial consultant*.

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*SECURITIES ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. ("AIS"), member FINRA (www.finra.org) and SIPC (www.sipc.org), d/b/a Associated Investment Services Group, Inc. in Minnesota. • Insurance products are offered by licensed agents of Associated Financial Group, LLC. ("AFG"). • Securities and insurance products offered are NOT deposits or obligations of, insured or guaranteed by Associated Banc-Corp ("AB-C") or any bank or affiliate, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. • AIS and AFG are both affiliates of AB-C.

Bank deposits are offered by Associated Bank ("AB"). AB is an affiliate of Associated Banc-Corp and a member of the FDIC.