Meet Roger, Retiree to Be
Roger has had a steady, successful career that he has loved and been passionate about for decades. With his children grown and moved away, he’s looking forward to a relaxing retirement spent enjoying his hobbies: golfing, boating, and camping.
He has worked with a financial advisor to keep his sight on retirement over the years and is finally ready to retire! His wife is a retired Marketing Manager, who’s been enjoying limited consulting work over the last five years. Together, they plan to live comfortably in the next stage of their lives.
Many people who are winding down on their career and are nearing retirement readiness may relate to Roger’s situation, behaviors, and attitudes—in terms of both retirement planning and his outlook on the world around him.
Click the + below to learn more about Roger:
Roger’s Years of Retirement
Using CoPilot’s Years of Retirement calculator, Roger can see how his real-life financial decisions, like deciding to continue working for another year or minimizing his cost of living in retirement, could affect his retirement outcomes.
Luckily, Roger has been able to stay focused on retirement savings throughout his career and is on track to enjoy all of his desired Years of Retirement!
To learn more about how CoPilot helps keep participants on track to reach ultimate retirement readiness, check out our CoPilot Journey Roadmap.
If you relate to Roger’s situation and are nearing retirement readiness, congratulations! Keep your upcoming retirement top-of-mind by downloading the PDF version of this information to save and reference back when needed.
Using key assumptions, the Years of Retirement (YoR) calculator breaks down your retirement savings differently—in terms of years, not just account balances. Learn about the assumptions used and how they play into your projected YoR.
Social Security benefits are a major source of income for many retirees, and with Roger getting ready to retire, he’ll need to plan when to begin taking Social Security. Download this PDF to learn more about planning for your own Social Security benefit.
Connect with us!
|
CoPilot recordkeeping services include Years of Retirement calculations and savings alerts. Services for CoPilot are provided by Plan Administrators, Inc. (PAi), an Ascensus company. The Years of Retirement resource is for illustrative purposes only and is not, in any way, a guarantee of future results. |