Retirement Planning

We all have a "someday" list.

Retirement might be the time your "someday" becomes "today." Make this the year you commit to saving for your "someday." These resources can help you learn how.

How much money will you really need when you retire? A lot depends on how you live.

Just when we get the time to enjoy life more, health issues tend to loom larger.

Consolidate accounts and eliminate fees to help make your finances easier to manage.

Meet with a Retirement Planner when and where it’s convenient for you.

Being prepared can help to help you get the most from your first counseling meeting.

One of the biggest benefits decisions you’ll make is how to take your UC Retirement Plan (UCRP) benefit when you retire.