Retirement Services

You work hard. Some day you want to play hard. Now is the time to start planning for retirement.

When do I want to retire? What kind of lifestyle do I want in retirement? What kind of return can I expect on my investments in the long term? Should I include or exclude Social Security in my planning? What percent of my nest egg can be used each year so I don’t run out of money?

These are all important questions you’ll want to consider when planning for your retirement years. Knowing the answers to these questions will help you now in saving and preparing for this important stage in your life.

Jefferson Bank is here to help you not only answer these questions, but also assist in the overall planning of your retirement. We’ll help you fully understand the topics below and what you need to know to be prepared.

  • Automatic Savings Programs
  • Retirement Portfolios
  • Insurance, such as Long Term Care
  • “Catch Up” Contributions
  • Estate Planning
  • Tax-Deferral Strategies

Now is the time to get started. Call us today at (573) 634-0888 or stop by any location to create your retirement plan.