Retirement Planning

In Retirement

For those who have already retired – and those who have been investing for retirement for 25 years or more AND are planning to retire in the next few years.

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At this stage, you may be...
Still working, but not likely to change jobs before retiring
Implementing some of the strategies from your retirement income plan

Nearing retirement age but don’t have a strategy in place

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

Nearing Retirement
Now that retirement is within reach, how will you utilize your assets? Will what you've accumulated over the years be sufficient to support your needs and lifestyle expenses? How much is enough?
Read Article »

Options When Leaving an Employer
Do you have retirement assets held in a former employer's 401(k) plan? You may have several options for that money – each with different costs and considerations.
Read Article | Watch Now: What to Do With Your Old 401(k) Plan

Required Minimum Distributions
An overview of the regulations and what options you have available.
Read Article | Watch Now: Are You Subject To RMD Rules


Tools & Resources

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Plan for the lifestyle you want to live in retirement.
Retirement Lifestyle Planner »

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.

Learn More »

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.

Learn More »

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.