Achieve your retirement goals

To achieve your retirement goals, it is important to plan and make decisions for them in advance. Here’s how you can plan for your retirement.

When to retire

The first step in retirement planning involves setting a date or age by which you would like to retire.

Post-retirement goals

Knowing your post-retirement goals and lifestyle will be crucial to ascertaining your expenses and requirements for funds post-retirement.

Emergency fund

It is advisable to keep some money aside as an emergency fund. Having an emergency fund can be extremely helpful during unforeseen situations.

Account for inflation

After calculating all your expenses, including your emergency fund, remember to account for long-term inflation. Your retirement corpus should be adjusted accordingly.

Savings and investments

To build up your retirement corpus, you should save money along with making investments. Investing a certain percentage of your income can help you achieve your retirement goals.

Investment options

Select an investment option, the sum, and the frequency at which you would like to invest. Assess your risk profile before selecting an investment option.

Payouts

After having decided on your investment option, decide whether you would like your retirement payout to be regular or in a lump sum.

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