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“I’m Ready to Retire” … or am I?

Have I made plans for what I want to do during retirement? Have I developed a realistic monthly retirement budget, taking income taxes into account? Do I have an estimate of how much monthly income I’ll receive from Social Security or a pension plan?

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“I’m Ready to Retire” … or am I?

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  1. Have I made plans for what I want to do during retirement? • Have I developed a realistic monthly retirement budget, taking income taxes into account? • Do I have an estimate of how much monthly income I’ll receive from Social Security or a pension plan? • If I decide to receive Social Security benefits before my full retirement age, do I know how it will impact my future financial security and that of my spouse? • Do I have complete information on how my pension, IRA or 401(k) plans will be distributed? • Do I know the advantages, disadvantages, costs and tax implications of post-retirement income? “I’m Ready to Retire”… or am I? Cindy L. Rounds (607) 239-6033 If you answered “NO” to any of these questions, call Cindy Rounds is a Registered Representative with and securities are offered through LPL Financial. Member FINRA/SIPC

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