Retirement Planning Strategies, Tools, and Guidance

Retirement isn’t a single event — it’s a journey that requires thoughtful preparation. As life expectancy increases and factors like inflation, healthcare costs, and tax rules evolve, having a personalized retirement plan becomes essential.

Resources to Help You Plan for Retirement

Preparing for retirement can feel overwhelming — but you don’t have to go it alone. Whether you're steadily saving or wondering if you're on track, these retirement planning resources can help you move forward with clarity and confidence.

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Why the Retirement Pause That Feels Wrong Is Actually Right

| Jeanne Thompson, Retirement Readiness

Most retirees are financially prepared, yet few plan for the emotional side of the transition. Learn which steps help you decompress, reset, and build the retirement life you've always envisioned.

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How to Plan Your Business Exit Years in Advance

| LPL Financial

Exit planning isn't only for owners ready to retire. This guide explores timelines, exit paths, and financial tools to protect your options. Start planning now.

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RMD Strategies: Navigating 2026 Tax Rules

| LPL Financial

Required minimum distributions don't have to be a tax burden. This guide breaks down 2026 RMD rules, timing, and strategies to manage your wealth. Discover how to position your withdrawals today.

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Jeanne Thompson: Your Key Retirement Step: Summary – LPL

| Jeanne Thompson, Retirement Readiness

Jeanne Thompson, Senior Retirement Consultant at LPL Financial, shares how spending habits shift in retirement and why managing expenses is key. Read the summary below.

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Key Factors That Can Shape Your Retirement Income

| LPL Financial

When planning for retirement, ensuring your savings last is a top priority. Discover how spending, inflation, and market performance interact to shape your long-term financial freedom.

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Jeanne Thompson on 5 Years from Retirement: Summary - LPL

| Jeanne Thompson, Retirement Readiness

Jeanne Thompson, Senior Retirement Consultant at LPL Financial, offers lessons on retirement curveballs, healthcare expenses & building an anticipated income strategy. Read the summary below.

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Tax Return Insights: How Your Tax Returns Can Be a Roadmap

| LPL Financial

Tax season isn't the end — it's your starting point. Your return reveals how income is structured, investments are taxed, and where opportunities were missed. Review it strategically, and it becomes a roadmap for smarter financial decisions ahead.

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Jeanne Thompson on New Retirees Top Regrets: Summary - LPL

| Jeanne Thompson, Retirement Readiness

Jeanne Thompson, Senior Retirement Consultant at LPL Financial, shares how she managed early retirement challenges and the lessons every future retiree should know. Read the summary below.

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401(k) vs IRA: Retirement Account Comparison Guide

401(k)s and IRAs offer powerful tax advantages for retirement. This guide helps you compare them, understand key differences, and choose the right strategy for your financial goals.

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Retirement Readiness: What You Need to Know

Retirement planning is a top priority for many investors. Learn how to pinpoint where you stand today, measure your savings, spot gaps early, and take steps to stay on track.

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RETIREMENT PLANNING FAQS

It’s never too early — or too late. In your 20s–30s, focus on building saving habits. In your 40s–50s, refine your goals and make catch-up contributions. In your 60s, focus on income and withdrawal strategies. Time and consistency are your greatest tools.

Healthcare is one of the largest and most unpredictable expenses. Medicare helps, but consider HSAs, supplemental insurance, and long-term care planning. A financial advisor can help you estimate costs and build a strategy that fits your needs.

Financial planning looks at your full financial picture, while retirement planning zeroes in on income replacement, withdrawal strategies, tax management, and long-term care — typically starting 5–15 years before retirement.

How Much Do I Need to Save for Retirement?

Retirement planning is a key milestone in every investor’s financial journey. With LPL Financial’s retirement savings calculator, you can stop guessing and start planning.

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How LPL Protects Investors

From building wealth to preserving it, our cybersecurity approach helps guard what matters most so investors can move forward with confidence.

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Self-Directed Investing vs Hiring a Financial Advisor

Learn when do-it-yourself (DIY) investing works — and when guided support may be the smarter long-term move.

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