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Retirement Financial Planning

Let us help prepare you for what's next when retirement is on the horizon

 

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Be Successful in Your Retirement Planning Journey

We know you've worked hard to get where you are today. Whether you’re about to retire, in retirement or still in the planning stages, PNC Wealth Management can provide the planning and advice you need to make smart decisions for your lifestyle at every stage.

We’ll help you navigate the complexities associated with retirement so you can retire with confidence and live your life, whether you plan to travel, pursue your passions, volunteer, spend time with family or all of the above.

PNC Wealth Management has experience helping financially successful families understand:

  • Will I have enough retirement income?
  • How much will I need for healthcare expenses?
  • Will taxes deplete my retirement savings?
  • Is my estate plan in order?
  • When should I start taking social security?
  • Does my portfolio have too much risk for my age bracket?

Holistic Financial Retirement Planning

We are committed to providing individuals, families and institutions with great service and experienced professionals to help meet their financial goals, both for today and tomorrow.

Our strategists proactively communicate with you and regularly monitor and review your accounts. As your circumstances change, we will be there along the way to help guide you on how to adjust your plan accordingly.

We offer access to strategic financial guidance to build and preserve your wealth in retirement.

Our experienced wealth strategists believe in looking at your whole financial picture and collaborating with you and your family to integrate your retirement plan with your financial plan. Our solutions include:

  • Retirement income options
  • Social security planning
  • IRA and 401(k) rollovers
  • Insurance planning
  • Wealth transfer planning (including wills, trusts, powers of attorney or an advanced healthcare directives)
  • Planning for continued care of elderly or special needs family members
  • Retirement plans for business owners

Insights to Guide Your Path

We frequently publish articles to help you learn ways to help increase your ability to save and explore strategies to pass on your retirement assets to heirs or charitable organizations.

Retirement & Investment Planning

Traditional or Roth IRA: Which Type of IRA Is Appropriate for You and Your Family?

Comparing Traditional and Roth Individual Retirement Accounts

12 min read

Retirement & Investment Planning

Pre-Retirement Checklist: A Retirement Readiness Tool

The transition into retirement can be exciting. This checklist reviews key topics to think about to help make your retirement plans a reality.

3 min read

Retirement & Investment Planning

Qualified Charitable Distributions (QCD): Donate from your IRA

A qualified charitable distribution can be an efficient way to meet your philanthropic goals while also providing additional tax-related benefits.

3 min read

View more articles

Let Us Help Ease Your Concerns

See how we've helped others like you successfully plan, save and live their financial goals and dreams for retirement:

Make Today the Day We Start the Conversation

Whether retirement is around the corner or years away, we can help you take steps today that will prepare you for your next big step in life. That's how we earn the right to be your trusted advisor.

If you want to get started or learn more about investing with PNC, contact us to schedule a meeting at a location near you. 

Complete the short contact form below, and we will be in touch within 24 hours.

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Are you an existing PNC Wealth Management client?

My goals are:

Wealth Strategy consists of Family Wealth Transfer, Retirement Planning, Family Governance & Education, Risk Management, Strategic Philanthropy, Family & Business Continuity and Succession, Corporate Executives and Modern Family.


Investment Management will take time to understand your special needs, time horizons, goals and how much risk you’re willing to assume to get there.


Trust and Estate Services can help implement an appropriate trust strategy to meet your specific needs including Revocable or Irrevocable Trusts, Estate Settlement Services, Charitable Remainder Trusts, Asset Protection Trusts, Dynasty Trusts, and Custody Services.


Private Banking Services helps you understand your short-term needs and long-term financial goals whether it’s for a personal line of credit, second mortgage for a vacation property or help with other sophisticated lending solutions.


Hawthorn is a premier provider of integrated financial services to families of very significant wealth.


Institutional Asset Management guides institutional clients utilizing service centered culture, deep client knowledge, effective communication, and an empowered service team.



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Important Legal Disclosures & Information

The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy. You should seek the advice of an investment professional to tailor a financial plan to your particular needs. For more information, please contact PNC at 1-888-762-6226.

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Wealth Management® and Hawthorn, PNC Family Wealth® to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company.  PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. 

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

“PNC Wealth Management” and “Hawthorn, PNC Family Wealth” are registered marks of The PNC Financial Services Group, Inc.

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.

The PNC Financial Services Group, Inc. All rights reserved.