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Planning and Saving for the Retirement You Want

No one said it would be easy to plan for a retirement that could last two, three or even four decades. But the truth is, with earnest planning and discipline, there are many factors you can control and ways to prepare for those you can't.

Before you can map out where you're going, you need to know where you are right now. Whether you're nearing or already retired, or years away, speak with your Advisor and go over your current portfolio, savings rate and future goals.

The conversation will be different, depending on your stage of life.

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Katherine Roy Photo

S. Katherine Roy

Chief Retirement Strategist & Head of Individual Retirement for J.P. Morgan

Katherine's Biography

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Winter Economic Outlook

Donald Trump's Moment of Truth

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Generational Perspectives on Money

Boomers & Millennials Meet in the Middle

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Integrating Social Security

Factoring benefits into your retirement planning process.

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Interested in Learning More?

Meet with a local Chase Private Client team to discuss
your financial goals and how we can help you reach them.

What Chase Private Client Can Do for You

Expert Perspectives

Read timely articles, including expert perspectives and market commentaries.

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J.P. Morgan Investment Expertise

Your J.P. Morgan Private Client Advisor taps into the expertise of J.P. Morgan to develop tailored investment strategies for you.

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Your Goals

Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team will work with you to help develop a plan that aligns with your goals.

LEARN MORE about Your Goals

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