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Whether you’re already living in retirement, preparing for retirement on the horizon or just starting to save, these tools and resources can boost your retirement readiness and help you stay on track toward your goals.

Saving for retirement

Saving for retirement A savings strategy is the first step in turning your retirement goals into reality.

Explore what percentage of your earnings to set aside and strategies to stay on track at different life stages.

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Keeping track of your retirement accounts can be a challenge. Following these four steps can help you feel more in control.

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A health savings account is triple-tax-advantaged. Maximizing contributions to an HSA could benefit your overall retirement savings plan.

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Are you prepared for retirement? This quiz can help you identify potential setbacks to your saving plan.

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Workplace retirement plans allow you to invest with ease while working toward financial security.

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How you save for retirement should evolve as you age. This checklist can help guide your approach.

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Preparing for retirement

If retirement is on the horizon, these tips may help make your transition smoother.

It’s likely your healthcare costs will rise as you age. The good news is you can start saving now. Learn how to prepare for healthcare costs in retirement.

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Your age affects how you can withdraw funds from your retirement accounts and can serve as a guidepost for adjusting your saving strategies.

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Learn about the seven financial strategies that can help you work toward the retirement you want.

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An unexpected event may redirect your retirement plan. This quiz helps you examine ways to adjust.

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Catch-up contributions help those 50 and older allocate more money to their 401(k) or IRA annually.

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There are key factors to consider as you prepare to retire. Our checklist can help you plan.

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Living in retirement

Managing your income and other expenses looks different in retirement. From investments to taxes, consider these factors when planning your retirement income strategy.

You’ve worked hard to save money for retirement, but do you have a plan in place for spending it?

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Don’t overlook the impact of taxes as you plot out your retirement income strategy.

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Customize your income in retirement with these common investment choices.

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More retirement tools

Should you keep working after retirement? Here are four important factors to consider.

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Investment markets can be unpredictable, but a downturn doesn’t have to threaten your retirement.

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This checklist highlights four steps to take as you plan your retirement income.

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Moving forward with your plan

Explore IRAs for your retirement savings strategy.

Retirement savings tools such as IRAs can form a key part of your financial plan. Learn how different types of IRAs can help fund your retirement.

Explore IRA options

See how we approach retirement planning.

How do you see your life in retirement? Realizing your vision starts with a clear plan. Get details on how we approach retirement planning.

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Disclosures

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank | U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.

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U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

This information represents the opinion of U.S. Bank and U.S. Bancorp Investments and is designed to be educational and informative. The views are subject to change at any time based on market or other conditions and are current as of the date indicated on the materials. This is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide recommendations and/or specific advice concerning retirement accounts or investment planning. It is not intended to be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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For U.S. Bank:

Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

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For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

U.S. Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.