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Retirement planning checklist
Review 18 important to-dos as you make your way toward retirement.
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Retirement planning steps for women
A comprehensive financial plan can help you approach your retirement with confidence.
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Investing through employer sponsored retirement plans
Employer retirement plans allow you to invest with ease while working toward financial security. These tips will help you maximize the benefits.
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Self-employed retirement accounts: 5 options to consider
Self-employed individuals have more freedom, but you must take responsibility for your own financial security in retirement.
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Secure 2.0 Act: Changing the way you save for retirement
The Secure 2.0 Act, signed into law at the end of 2022, is designed to make retirement saving more attainable and accessible.
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How to retire early: 8 early retirement tips
Early retirement sounds like a dream, and it can be, with a proper plan. Here are strategies you can use to ensure that you’re ready.
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How to maintain your lifestyle in retirement
Seven strategies that can help you work toward the life after retirement you want.
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How much should I save for retirement?
The answer is: it depends. Learn how to calculate how much you should save for retirement, considering your timeline, financial situation and your goals.
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How to pay for healthcare costs in retirement
Healthcare costs are one of the biggest expenses that retirees face, but many people underestimate how much they’ll need. Discover the average cost of healthcare in retirement, what Medicare does and doesn’t cover and how to pay for healthcare costs in your golden years.
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4 retirement withdrawal strategies
How you withdraw funds from IRAs, 401(k)s and other retirement investment accounts should align with your goals and needs. Here are four withdrawal strategies — and related factors — to consider.
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Taxes in retirement: How income sources are taxed
Don’t overlook the impact of taxes as you plan your retirement income strategy.
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How to consolidate retirement accounts
Keeping track of your retirement accounts can be a challenge. Following these five steps can help you feel more in control.
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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank | U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

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