Retirement Planning

In Retirement

For those who have already retired and transitioned from building to enjoying their hard-earned assets.

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At this stage, you may be...
Taking required minimum distributions from your accounts


Implementing some of the strategies from your retirement income plan

Thinking about how to talk to your family about your wishes


We're Here to Support Your Goals

Social Security Simplified

Life expectancies are rising... You may need to fund a retirement that lasts 20, 25 or even 30 years.

– Rich Ramassini, CFP, Senior Vice President, PNC Investments

Many retirees find themselves wondering: When should I claim my benefits?


Insights & Guidance

Key Retirement Planning Milestones
Know your options as you become eligible for Social Security, penalty-free IRA withdrawals and more.
Know What's Ahead »

Required Minimum Distributions
An overview of the regulations and what options you have available.
Read Article & Watch Video »

Help Protect Your Retirement Assets from Rising Healthcare Costs
Explore your funding options, starting with these three tips.
Read Article »


Tools & Resources

Long-Term Care

Explore three ways to protect your assets from the high costs of healthcare.
Watch Video: Retirement Check-In »

Understanding Life Insurance
Five important questions you can ask yourself every year.
Watch Now: Keeping Your Life Insurance on Track

Letter of Instructions to My Family
This is a difficult subject to think about, but it's necessary. Use this worksheet to help in making your final wishes known to your family.
View Our Guidance & Worksheet »

Products to Help You in Retirement[1]

Brokerage Accounts

Whether you want to trade online (self-directed) or work with a PNC Investments professional (guided), we offer brokerage account options to match your personal investing style and service preferences.

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Individual Retirement Accounts (IRAs)

Using both an IRA and an employer-sponsored plan, such as a 401(k), provides the opportunity to invest more for your retirement.

Learn More »

Stocks, Bonds, Funds & Annuities

PNC Investments offers a wide range of investment products to help you construct a diversified portfolio.

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Important Legal Disclosures & Information

  1. This information may be provided by PNC Investments affiliates, including PNC Bank, PNC Wealth Management® or PNC Institutional Asset ManagementSM

This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.

Important Investor Information: Brokerage and insurance products are:

Not FDIC Insured • Not Bank Guaranteed • Not A Deposit
Not Insured By Any Federal Government Agency • May Lose Value

Securities products, brokerage services and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member FINRA, and SIPC. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency.

View the PNC Investments Business Resiliency Planning Customer Disclosure.

This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.

PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.

PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.

Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.

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