Enjoy these brief videos outlining important strategies and considerations as you move closer to retirement. These concepts will help you take the needed actions to prepare successfully for your retirement.
Emotions of Retiring
Pete the Planner discusses how retirement can be part of the flow of life and not an abrupt pivot.
Pete the Planner provides a decumulation strategy that may benefit you by setting expectations each month.
Pete the Planner answers Anna's question on if she should take a pre-retirement loan to purchase a car.
Risk and nearing retirement
Pete the Planner discusses things to take into account from a risk standpoint when nearing retirement.
Things to do when nearing retirement
Pete highlights some adjustments you can make to reduce your dependency on your income prior to retiring.
It's never too late to start
Pete demonstrates how to start preparing for retirement, regardless of the amount.
Retirement plan withdraw options
Pete walks you through possible strategies and considerations for taking distributions from your retirement account.
These interactive calculators will help you take an active role in your learning and will assist you in developing a proactive plan to achieve your goals.
All the guides and articles here are jam-packed with ideas on how to address concerns you may have today and how to take the positive steps to improve your retirement for tomorrow. Take the time to read these short topical articles, and then take the next steps to achieve your goals!
OneAmerica Financial(SM) is the marketing name for the companies of OneAmerica Financial. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica Financial company. Administrative and recordkeeping services provided by McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica Financial which are not broker/dealers or investment advisors. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. These concepts were derived under current laws and regulations. Changes in the law or regulations may affect the information provided. For answers to specific questions, please consult a qualified attorney, tax advisor, or financial professional. All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary. Past performance is not a guarantee of future results. The use of asset allocation or diversification does not assure a profit or guarantee against a loss. Fees, limits, terms, and requirements for loans vary from plan to plan. Plan participants should carefully consider the risks, tax implications, and retirement investing consequences before taking a loan from an employer-sponsored retirement plan. Contact the plan sponsor (employer) with any questions. • Investing involves risk which includes potential loss of principal. • Variable products are sold by prospectus. Both the product prospectus and underlying fund prospectuses can be obtained from your investment professional or by writing to One American Square, Indianapolis, IN 46282, 1-800-249-6269. Before investing, carefully consider the fund’s investment objectives, risks, charges, and expenses. The product prospectus and underlying fund prospectus contain this and other important information. Read the prospectuses carefully before investing.
The views and opinions expressed by Peter Dunn (aka Pete the Planner) are solely his and do not necessarily reflect the views and opinions of the companies of OneAmerica Financial. Pete the Planner's content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice. Pete the Planner is not an affiliate of any OneAmerica Financial company.