Nearing Retirement Checklist
Things to keep in mind along the way
Know how much you can save and invest by keeping a close eye on your income and expenses.
Build and maintain a cash cushion of three to six months' worth of living expenses.
Factor in any debt. In general, a good practice is to pay down any high-interest debt before investing, but you can consider investing while paying down low-interest debt.
Self-Directed Investing by J.P. Morgan is a smart, low-cost way to invest online for retirement. You have options to create and manage portfolios on your own or have J.P. Morgan designed portfolios managed for you.
Want the help of a dedicated advisor to develop a personalized strategy? Your J.P. Morgan Advisor gets to know you, your family, and your goals, to help you design a retirement strategy.