Even for the relatively affluent, lifetime Social Security benefits are significant. This article outlines the most important considerations when integrating social security into your retirement plan.Read More (PDF)
S. Katherine Roy
Chief Retirement Strategist & Head of Individual Retirement for J.P. MorganKatherine's Biography
Read More Perspectives & Outlooks
Browse other articles, interviews and reports you may find interesting.
Max Out. Don't Miss Out.
Five strategies for getting the most from your IRA.Read More about Five strategies for getting the most from your IRA.
Generational Perspectives on Money
Boomers & Millennials Meet in the MiddleRead More about Generational Perspectives on Money
Smart Strategies for Millennials
Compared to earlier generations, millennials feel more optimistic about their financial future.Read More about Smart Strategies for Millennials
9 Retirement Tips
Ideas to help you stay on track in achieving the retirement lifestyle you want.Read More about 9 Retirement Tips
Read timely articles, including expert perspectives and market commentaries.LEARN MORE about Expert perspectives
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.LEARN MORE about J.P. Morgan Investment Expertise
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
Si tiene alguna pregunta, por favor llame o visite una sucursal local de Chase.