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Staying in Control

Even after you've retired, you'll still need to stay on top of your financial situation. Know key dates for making withdrawals and understand those tax implications. Adjust for changes in your health and look for unexpected gaps — and even new opportunities.

Stick to a Budget

Your retirement savings may need to last for decades. First, decide what your priorities are for this stage of life. By sticking to a cost of living budget, you’ll have more flexibility to enjoy your lifestyle — or meet unexpected medical expenses.

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Protect What You Value

As you age and your circumstances change, you’ll want to revisit your need for insurance: life, disability, medical, property — even long-term medical care. Every situation is different, but check with an insurance professional to decide how to adjust your coverage as needed.

Match Investment Risk to Life Stage

Maintain an active investment strategy, even as a retiree. Evaluate your investments each year to balance for safety and income. Make adjustments for market performance so your assets last as long as you need them to.

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This information is general in nature and is not intended to be legal, tax, or financial advice. Although Regions believes this information to be accurate, it cannot ensure that it will remain up to date. Statements or opinions of individuals referenced herein are their own—not Regions'. Consult an appropriate professional concerning your specific situation and for current tax rules. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. The LifeGreen color is a trademark of Regions Bank.

Banking products and services are provided by Regions Bank. 

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither Cetera Investment Services nor Cetera Investment Advisers is an affiliate of Regions Bank or its related companies. Check the background of investment professionals on FINRA's BrokerCheck.