Retirement

2024 Retirement guidebook

A one-stop shop for our retirement planning advice whether you are saving for, transitioning to, or already in retirement

09 Jan 2024

Retirement planning advice

  • Saving for retirement

    Starting sooner is better

    • Why invest now vs. later?
    • How can I grow my savings?
    • Is a Traditional or Roth IRA right for me?

  • Transitioning to retirement

    Plan your move with confidence

    • What’s my vision of retirement?
    • How much do I need to realize it?
    • How can I protect my long-term nest egg?

  • Already in retirement

    Make the most of your savings

    • How do I prevent over spending in retirement?  
    • When is the best time to claim Social Security?
    • Which Medicare plan should I choose?

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Switzerland AG, UBS AG and UBS Financial Services Inc. and our advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.

CIO research disclaimer

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