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Guide to Retirement - J.P. Morgan

Retirement InsightsGuide to Retirement2022 Page reference GTRR etirement Retirement expectancy in Americans in the expectations of ability to of households with a Security timing Social Security: decision Social Security benefits: maximum Security benefit claiming savings checkpoints: Household Income <$ savings checkpoints: Household Income >$ replacement needs vary by household savings needed if starting today: Household Income <$ savings needed if starting today: Household Income >$ annual savings of saving and investing a Roth at different life an HSA for health care sources of Retirement funding23. The Prosperous Retirement : theoretical spending in in spending: partially and fully retired and 4% rule: projected outcomes vs.

Retirement offers the gift of time to do the things that matter most to you. While our happiest years may be in retirement, the transition isn’t always a walk on the beach. Do your homework in advance to know what you are retiring to, not just what you are retiring from. To make the most of your retirement years, be sure to

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