80 is the new 60

Retirement is one word, but three phases

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      Retirement does not equal old

      The definition of “old” is changing. It used to be 62, about the time we would retire. Now that we’re living longer, many of us don’t feel old until we’re in our 80s and we lose our independence. In fact, investors tell us that they expect to go through three stages of retirement:

      Transition

      Still working, but in a reduced or different capacity

      My Time

      Focused on travel and leisure

      The Last Waltz

      Leading a relaxed, simpler life, eventually focusing on health issues 

      Financial needs will vary across the three phases, but most investors underestimate how much they’ll need for all three phases of retirement, particularly “The Last Waltz”, when healthcare expenses typically escalate.

      Plan for a retirement that can last 30 years or more

      Talk to your UBS Financial Advisor today.

      Is 80 the new 60?

      A distinguished panel joined us in Washington D.C. to discuss how living longer impacts retirement. Watch the videos for insights that can help you prepare for a long—and happy—future.

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          Planning for your 'longevity bonus"

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              Your life is more than a pie chart

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