Fifth Third Securities - Retirement Savings

Make a Plan

The first step is determining how much you need to save and then figuring out how you’re going to get there. If you’d like help, stop by your local banking center. A Fifth Third Securities Financial Professional will work with you to determine your goals and explore your investment options. Or, get started now with one of these retirement planning calculators to estimate your savings goal.

Retirement Accounts

There are several ways to go when it comes to investing in your retirement: one of the most common accounts is an IRA (Individual Retirement Account).

An IRA is basically a retirement savings account with tax advantages+. It can be made up of stocks, bonds, mutual funds and other assets. At Fifth Third, we offer a variety of IRA’s including a Traditional IRA and a Roth IRA. IRA’s can be used as a way to pass your savings on to the ones you love.

Maximizing Savings

A smart withdrawal strategy can help minimize taxes and penalties⁺. When you start saving, choose your withdrawal options carefully because you might not be able to change them later.

Early retirement, lump-sum payments, and required minimum withdrawals require know-how and planning to get the maximum return.

Risk and Return

Maybe you’d like to include income producing investments or protect your savings from market swings. A Fifth Third Securities Financial Professional can help you design the right asset allocation⁺⁺ strategy for you.