Transitioning to Retirement

Sound Advice: A Personal Advisor video series

Vanguard Personal Advisor Services® sat down with our advisors and other experts to discuss your most pressing questions on topics such as taxes, health care costs, and retirement transition. This ongoing series will provide guidance to help you navigate challenges, make informed decisions, and meet your financial goals.

In these 3 videos, we'll share how we can help you prepare for a smooth transition to retirement, make tax-efficient withdrawals, and approach spending in a way that works for your lifestyle now and in the future as your circumstances change.

Your retirement lifestyle

Tips to become financially and emotionally prepared.

Your income strategy

How rules and taxes impact retirement account withdrawals.

Your spending strategy

3 strategies to help manage spending.

Get more Sound Advice

Tax efficiency Learn more

Health care Learn more

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Vanguard Personal Advisor Services is provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review Form CRS and the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.

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