Retiring in 2021? 4 issues to consider

Make sure you're ready for retirement with our free guide detailing 4 key issues for new retirees. Free Guide: 4 Key Issues to Consider if You're Retiring in 2021. Whether you've been planning to retire in 2021 for a while, or the chaotic events of last year have motivated or forced that decision, now is the time to get ready. Retirement marks the end of one life stage, but also the beginning of another—full of new adventures and opportunities. To make the most of this new phase, we recommend a thorough review of your financial and investment situation so you can make any adjustments necessary to keep your plans and lifestyle on track. That's why we have prepared a new guide for 2021 retirees that addresses the most important issues, including the cost of healthcare in retirement, options for generating income from investments, key tax issues for retirees, and more. Act now to get our free guide1: Looking to Retire in 2021? Here are 4 Things to Consider First If you have $500,000 or more to invest, get our free guide today. Developed from our 30+ years of helping clients prepare for retirement, this guide offers you a checklist of the most important financial, tax, and investment considerations for new retirees, with detailed explanations to help you prepare for this new stage in your life. Ready to get serious about pursuing your financial goals? Call 1-800-701-9830 today, or schedule a time with a Zacks Wealth Advisor. 1Zacks Investment Management reserves the right to amend the terms or rescind the free How the Looking to Retire in 2021? Here are 4 Things to Consider First offer at any time and for any reason at its discretion. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. Zacks Investment Management, Inc. is a wholly-owned subsidiary of Zacks Investment Research. Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions. Zacks Investment Research is a provider of earnings data and other financial data to institutions and to individuals. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting, or tax advice, or a recommendation to buy, sell or hold a security. Do not act or rely upon the information and opinions given in this document without seeking the services of competent and professional investment, legal, tax, or accounting counsel. Publication and distribution of this document is not intended to create, and the information and opinions contained herein does not constitute, an attorney-client relationship. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. 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The percentile ranking for each Zacks Strategy is based on the gross comparison for Zacks Strategies vs. the indicated universe rounded up to the nearest whole percentile. Other managers included in universe by Morningstar may exhibit style drift when compared to Zacks Investment Management portfolio. Neither Zacks Investment Management nor Zacks Investment Research has any affiliation with Morningstar. Neither Zacks Investment Management nor Zacks Investment Research had any influence of the process Morningstar used to determine this ranking. Any investment inherently involves a high degree of risk, beyond any specific risks discussed herein. It is not possible to invest directly in an index. Investors pursuing a strategy similar to an index may experience higher or lower returns, which will be reduced by fees and expenses. 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