Retirement Resources for Union Members
Retirement can bring a lot of important decisions. These tools and guides are designed to help you organize your thoughts, understand where you stand and identify questions you may want to address before retirement.
Start with the resources that are most relevant to you.
Retirement Budget Sheet
Use this worksheet to estimate your monthly expenses and get a clearer picture of what your retirement income may need to support.
Retirement Roadblocks Consumer Guide
Learn about some of the common issues that can create problems before and during retirement — and the questions worth considering before they become bigger concerns.
IBEW Retirement Planning Guide
This guide was created specifically for IBEW members to help you better understand your pension, defined contribution plan, 401(k), Social Security, Medicare and other important retirement decisions. Use it to learn how the pieces of your retirement can work together and identify questions you may want answered before you leave the workforce.
The Legacy Assessment Guide
What Do You Want to Leave Behind — Beyond Just Money?
The Legacy Assessment helps you think about what you want to protect, provide and pass on to the people you care about. It explores your financial security and estate plan, but also the family values, traditions, experiences and life lessons that may be an important part of the legacy you want to leave.
Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC, A Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
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