For Those Retiring Soon

READY FOR WHAT’S NEXT

Retirement Is Closer Than You Think

Retirement is right around the corner, and with it comes big decisions. Whether you’re finalizing your pension options, reviewing your investments, or figuring out how to turn your savings into income, we’re here to help. At Sellers Financial Services, we make the process clear and straightforward so you can move forward with confidence.

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  • How do I know if I’m financially ready to retire?

    It’s important to review your income sources, expenses, and retirement goals. We’ll help you evaluate your current savings, pension benefits, and investments to see how they align with the lifestyle you envision.

  • What should I do with my retirement accounts when I retire?

    Deciding what to do with your 401(k), TSP, or pension can be overwhelming. We’ll walk you through your options, explain the tax implications, and help you create a strategy that fits your needs.

  • When should I claim Social Security?

    The right time to claim Social Security depends on your financial situation, health, and retirement goals. We’ll help you understand how timing your benefits can impact your long-term income.

  • How do I manage healthcare costs in retirement?

    Healthcare is one of the biggest expenses in retirement. We’ll help you explore Medicare options, supplemental insurance, and budgeting strategies to plan ahead.

  • Can I still make changes to my retirement plan after I retire?

    Yes. Retirement planning doesn’t stop once you leave work. We’ll continue to support you with investment management, income planning, and adjustments as your needs change.

YOUR NEXT CHAPTER

Let’s Talk About Your Retirement

Retirement isn’t just about stopping work—it’s about starting something new. Whether you’re adjusting your investments, planning income withdrawals, or preparing for life’s next adventure, we’re here to support you every step of the way.