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Receive specialized assistance to design your retirement strategy.
Knowing how on-track you are for retirement is an essential step towards financial well-being, regardless of your current life stage. Through Retirement Snap1, our team of specialists is available to offer specific recommendations and help design your retirement strategy.
Act as soon as possible, because there are several aspects that have accelerated the importance of planning for retirement, such as:
Retirement Snap takes the following factors into account:
Investment risk tolerance level, considering your objectives, time horizon, income capacity, and liquidity.
Sources of income for retirement, including retirement plans, Social Security, and other sources such as individual retirement accounts (IRAs2), investments, and bank deposits.
Change in tax status, which may vary based on post-retirement income.
Financial needs, including income, expenses, and necessary assets to maintain your pre-retirement lifestyle.
Financial objectives such as having enough money for a comfortable retirement, traveling around the world or any other personal goal.
Cost of living variations, including housing, food, clothing, transportation, utilities, and medical expenses, among others.
The financial plan entails a cost, which may vary according to the plan. The suggestions and recommendations included in the client’s financial plan are offered as a financial orientation with no guarantee as to the performance or yields of any insurance or investment product that may be acquired according to such recommendations. Banco Popular de Puerto Rico, its subsidiaries, and affiliates, are not engaged in providing legal, accounting, or tax advisory services. If you require legal, accounting, or tax advice services, you should consult a professional specializing in these areas. Banco Popular de Puerto Rico offers numerous investment alternatives for IRA accounts. You can get detailed information at any of our branches to determine which investment alternative is best for you. Investment products are not insured by the FDIC, they are not deposits or obligations of, nor are they guaranteed by Banco Popular de Puerto Rico, its subsidiaries and/or affiliates; they involve risk and may lose value, including the loss of the invested principal.
