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Retirement Planning

With retirees regularly living into their 80s and beyond, it’s possible that for many, retirement will last a third of their lifetime. These resources can help investors plan for a longer retirement with investing options, positioning assets for retirement, and strategies for transitioning wealth.

Retirement Basics

Retirement Basics

These resources can help investors start managing their retirement assets, covering investment options, rollovers, taxes, avoiding mistakes, and more.


Transitioning to Retirement

Transitioning to Retirement

These resources can help investors near retirement avoid mistakes that may jeopardize their long-term goals while easing the transition to retirement.


Living in Retirement

Living in Retirement

These resources address financial issues unique to retirement, including income distribution options, understanding Social Security, taxes, and more.


This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

MFS does not provide legal, tax or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.

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