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In Retirement

Recently retired: making it work.

You've moved on from your main career. Your time is yours. But are you truly getting everything you can out of your retirement? Do you have a plan for managing your retirement income and making it last for the rest of your life? We offer retirement expertise and appropriate investments to help you convert your retirement savings into a lifetime of paychecks for as long as you live.


Consider reviewing where you are, where you're going.

This is the right time to take a hard, second look at what you're spending on a monthly basis: from housing and utilities, to health care and recreation. Are you spending more on travel, for example? Make a list. Actually writing everything down again will help you see the big picture, not only in terms of expenses, but also where you might be able to make adjustments to extend and enhance the capabilities of your monthly income. Our budget worksheet will help get you started.

This is also a good time to discover whether or not that monthly income is working its hardest for you. What kind of return are your investments yielding? Are they too risky or too conservative? Are they doing their best to give you the income you need? With SecurePath by Transamerica, you can work with people and strategies that can help you plan your investments, and allow you to effectively manage income, expenses, and risks.


Your first step should be to check out our Answer Center.

You have questions. We have answers. The SecurePath Answer Center is a one-stop resource for information, tools, and professional opinions about retirement transitions and how to make the most of your good life.

Recently retired: your to-do list.

Pay close attention to spending habits in the first years of retirement.
Review monthly expenses, comparing necessary spending with discretionary spending.
Take a hard look at your income sources to see if they're working as hard as they can for you.
Revisit important risk factors like health, inflation, longevity; build strategies for dealing with each.
To help get professional guidance on all of the above, call the SecurePath Answer Center at 1-866-300-0028.