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Enjoy the Retirement
you Imagined.

Retirement — it's personal. And so much more than a
number or a date on the calendar. It's the life you imagined,
the one you've earned and the one you're working toward.

A Personalized Approach to Planning Your Retirement

Retirement is one of the most important goals you can have.
And there is no one-size-fits-all approach — it depends on your vision for this stage of your life.

Discover, step by step, how your J.P. Morgan Private Client Advisor draws upon the full resources and expertise of J.P. Morgan, to offer you a customized plan and an array of investment strategies that are tailored to your needs, time frame and risk tolerance.

Defining Your Future

Defining Your Future

The first step in our disciplined approach helps you solidify your retirement objectives. Your vision might include spending more time with family, travel or the pursuit of any number of life passions.

A conversation with a J.P. Morgan Private Client Advisor can help fine-tune your priorities and goals, backed by some of the most comprehensive, well-researched thinking about retirement today.

Planning with a Holistic View

Our approach to your retirement is based on a deep understanding of your financial life. Not only do we take into account other important financial goals you may have in addition to retirement, such as paying for a child's education, or buying a vacation home, we also account for the changing and evolving variables of retirement — some of which you can control and others you may not be able to control, but can prepare for.

Factoring in Retirement Variables

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  • Savings & Spending

    Saving is the single most important factor in planning for retirement. The earlier you start, the better you can benefit from compounding and maximize the amount you save over time. We work with you to review and optimize your savings and spending rates, to help you align with how much you will need in retirement.

  • Investment Approach

    Maximizing the benefits of your employer–sponsored plans such as 401(k), 403(b) or 457, and tapping into other tax-advantaged plans such as IRAs and small business retirement plans is one of the best ways to accumulate retirement savings. By undertaking a review of your tax-advantage and your taxable portfolio, we help you allocate your assets in the most effective manner.

  • Portfolio Risk

    Taking a balanced approach to investing helps manage portfolio risk. We review your portfolios annually, which can help account for economic trends, investment performance and change in goals/objectives.

  • Longevity & Retirement

    While no one knows how long they'll live, if you're in good health, have longevity in your family and live a healthy lifestyle, there's an excellent chance that you or your spouse could live to 90 or beyond. Together with a J.P. Morgan Private Client Advisor, we can help you plan for these extra years.

Calculating Your Retirement

Use our in-depth Retirement Calculator to evaluate your financial situation and determine if you're on track to meet your retirement goals.

Knowing where you are today is the first step toward planning for the future. Take a few minutes to get started now to see the progress you've made with your current retirement savings and investment approach.


Reviewing Your Progress

No matter where you are in life, whether you are starting out or getting ready to retire, reviewing the progress you've made toward retirement so far with your J.P. Morgan Private Client Advisor could lead to new insights and uncover factors you may have overlooked.

We can help you determine if you're saving enough; identify strategies that can increase the probability of your success; review the mix of your combined investment, savings and real estate portfolio; and identify gaps, potential risks and opportunities.

Central to this process is a Customized Financial Analysis. This in-depth analysis performs multiple calculations to help identify your "confidence zone" and "probability of success," enabling you to consider a range of outcomes. Informed by your unique fears, hopes and deeply held principles, your plan serves as a blueprint to guide your financial decisions in the short- and long-term.

Meet with a local Chase Private Client team to begin discussing your goals.

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Answers from J.P. Morgan

select a topic to read answers to frequently asked retirement questions

When Should I Take Social Security?

Taking Social Security as soon as you're eligible, at age 62, may be tempting — but it can result in less retirement income for you in the long run. Waiting may be the best option — but your circumstances are unique. Come in and let us help you consider various scenarios to help you determine the best timing for your situation.

Expert Perspectives

As the global economy continues to evolve, J.P. Morgan offers unique insights about the economic and social challenges our clients and the industry are facing now and in the future.


Don't Miss Out.

Five strategies for getting the most from your IRA.

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Start Early, Save Less

What is compounding and what can you learn when it comes to investing?

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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
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Tap into our Expertise

Our J.P. Morgan Private Client Advisors will take you through the planning process, creating a strategy that helps you meet personal and family goals.

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Additional Goals

Planning for Your Future Today

Feel confident about your future

Making small adjustments to your plan today may have a substantial impact on tomorrow. Working with your
J.P. Morgan Private Client Advisor, you can make changes as your life and goals evolve.

Preparing for Your Child's Education

Prepare for the growing
cost of higher education

How do you balance saving for a child’s education with other current and future goals? Your J.P. Morgan Private Client Advisor can help develop a strategy that makes sense for you.


Si tiene alguna pregunta, por favor llame o visite una sucursal local de Chase.