Transamerica Retirement Solutions

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Your Guide To Approaching Retirement

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You’ve worked hard to make your retirement dreams a reality. You’ve done the planning and saving—and now your retirement is approaching.

Getting ready to retire should be an exciting time—but there are so many things to consider. That’s why we’ve developed a check list for you—to help you get the most out of your retirement savings.

We’ve included tips, suggestions and information to keep you on track as you approach retirement, including our financial tips to maximize your accounts during retirement.

How Many Years Until You Retire?

10 Years Before Retirement
3 to 5 Years Before Retirement
1 to 2 Years Before Retirement

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Transamerica Retirement Solutions, LLC (TRS) provides retirement plan recordkeeping and related services. Securities offered through Transamerica Investor Securities, LLC (TIS), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. Investment advisory services offered through Transamerica Retirement Advisors, (LLC), an SEC-registered investment advisor. Annuities are issued by Transamerica Life Insurance Company (TLIC), Cedar Rapids, IA or Transamerica Financial Life Insurance Company (TFLIC), Mamaroneck, NY. TFLIC is licensed to conduct business in New York. TLIC is authorized to conduct business in all other states. Guarantees are backed by the claims-paying ability of the issuing insurance company, and each company is responsible for the financial obligations of its products. All Transamerica companies identified are affiliated and part of the Aegon Group. Copyright 2011 - 2025 Transamerica Corporation, 6400 C Street SW, Cedar Rapids, IA 52499 - All Rights Reserved.

Investing involves risk, including the possible loss of principal. This website has been prepared by Transamerica Retirement Solutions, LLC (TRS) for general and educational purposes only, and is not intended to provide financial, legal, fiduciary, accounting or tax advice, nor is it intended to make any recommendations. TRS and its affiliates do not provide legal or tax advice. Any tax-related discussion contained int this website, including any attachments/links, is not intended or written to be used, and cannot be used for the purpose of (1) avowing any tax penalties or (2) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult with your financial professional regarding your financial situation and your independent legal counsel and/or tax professional regarding any legal or tax issues raised in this material.