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UBS Homepage > Wealth Management US > Planning for a Lifetime > Retirement Planning > Transitioning to Retirement

Transitioning to Retirement; Things to Think About
You've spent your career accumulating assets for retirement, but now you have to determine whether those assets will be sufficient to:
  • Generate income for day-to-day expenses
  • Fulfill the retirement dreams you hope to make a reality
  • Keep pace with inflation
  • Meet unforeseen healthcare costs
  • Withstand downturns in the financial markets

That's a lot to think about, but your UBS Financial Advisor can work closely with you to evaluate your various sources of retirement income, reposition assets when necessary and identify the risks involved in pursuing your objectives.

Here are some issues to consider:

  Making Distributions Decisions
Accumulating assets is only part of the story. Deciding how to receive them will be an important step in this life phase

 Understanding Health Care Costs
Longer life expectancies are often accompanied by conditions that require medical expense, but you can prepare

 Planning for Sustainable Income
How to plan for enough income to work toward your retirement vision


contact a Financial Advisor for more information


Neither UBS Financial Services Inc. nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances.

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