Retirement Saving & Planning Resources

Hear from Regions’ knowledgeable bankers, advisors and professionals about retirement strategies and saving tips.

• Learn to Invest & Build Generational Wealth
• Working with a Wealth Advisor
• The Secret to Early Retirement? Creating a Plan
• Your Retirement Roadmap: Creating a Spending Plan
• Regions Wealth Podcasts
• Spotlight on Savings Podcasts
• Factoring Inflation Into Your Financial Plans

Use these interactive calculators to help you set saving goals and build your retirement plan.

Check out these 10-minute courses to improve your financial knowledge about topics that can help you plan for retirement.

• Planning for Retirement
• 401(k) Plans
• When to Collect Social Security
• Individual Retirement Accounts (IRAs)
• Annuities
• Estate Planning
• Wealth Transfer

You don’t need to navigate retirement planning alone. Learn about the value of working with a wealth advisor and picking one that aligns with your financial needs.

• Working With a Wealth Advisor to Build a Financial Plan
• 5 Attributes You Should Look For In Your Private Wealth Advisor
• Choosing a Wealth Advisor: Should You Go Digital?

It’s never too early to begin working toward your retirement goals. The resources below can help you take the first step.

• Planning for Retirement: How to Set Retirement Savings Goals
• 4 Steps to Help Set a Retirement Goal
• How to Set Long-Term Financial Goals
• Steps to Financial Planning: Enjoy Today as You Prepare for Tomorrow

The more money you put away in the early years, the larger your retirement nest egg will be. Explore these resources for tips on starting and growing your retirement savings.

• 7 Steps to Start Planning for Retirement
• Reassess Your Retirement Plan Contributions
• Saving for Retirement: Covering Gaps in Your Planning
• Transitioning to Retirement: Keys to Making the Big Pivot
• 3 Tips to Take Control of Your Financial Future
• Should You Save for Retirement or Pay for Your Child’s Education?

Dreaming of an early retirement? Check out these resources for considerations when planning to retire early.

• The Secret to Early Retirement? Creating a Plan (Podcast)
• Retiring Early? 8 Questions to Help Determine if You’re Ready
• Planning to Retire Early? 5 Questions to Ask Yourself First
• FIRE Lifestyle

Whether you’re just starting to save or you’re on your way to meeting your savings goals, these resources offer advice on considerations for managing your portfolio and asset allocation.

• The 401(k) Investment Menu
• Investing 101: What to Know Outside of Your 401(k) Plan
• Building Your Wealth
• How Much Risk Can You Take?
• The Holistic Approach to Asset Allocation
• Investment Strategies For 2022 and Beyond
• Understanding Cryptocurrency: What to Know Before You Invest

Women have unique planning needs when preparing for retirement. Browse these articles for ways you can boost your retirement savings and improve your long-term financial security.

• Women & Investing: A Fresh Perspective
• 5 Wealth-Building Tips for Women in their 20s and 30s
• How Women in Their 40s and 50s Can Maximize Retirement Savings
• 4 Ways Women Can Improve Their Retirement Security
• 7 Things Widows Need to Ask Their Wealth Advisor
• The Retirement Pay Gap: Retirement Planning for Women
• Retirement Planning for Women
• Raising Financially Confident Daughters
• Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected

Planning doesn’t cease when you retire. Use these resources for tips on budgeting and managing your retirement income and accounts.

• Managing Your Income After You Retire
• 5 Things for Seniors to Consider About Income Taxes
• When to Collect Social Security
• Why You Need a Retirement Withdrawal Strategy
• 5 Ways to Prosper in Retirement
• Balancing Your Portfolio in Retirement
• Creating a Spending Plan in Retirement

It may not always be easy to plan for the future. Learn about estate and legacy planning to help ensure your assets are distributed according to your wishes.

• Estate Planning Basics
• Nest Step Course: Estate Planning
• The Importance of Reviewing Your Estate Plan
• Estate Planning: Helping Loved Ones Navigate Your Assets
• Protecting Your Family: Planning an Inheritance
• Estate Planning Without Heirs
• Discussing Estate Planning with Aging Parents
• Estate Planning: When to Hire a Professional Executor

As you get older, health care expenses can increase. Explore these resources as you start thinking about your long-term care plans.

• Navigating Medical Hardship
• How to Plan For Rising Health Care Costs in Retirement
• The Cost of Independence: Moving Elderly Family Into Your Home