Plan for Retirement With Confidence
Retirement is more than one financial goal. From building savings and preparing for healthcare costs to planning how you'll use your money in retirement, Pathways offers products, services and resources to help you prepare for what's next.
A retirement plan is more than an account.
Think about the bigger picture: how you'll save, how you'll grow your money, how you'll prepare for healthcare costs, and how you'll turn what you've built into a plan for the years ahead.
Ways We Can Help You Prepare for Retirement
Whether you're just starting to save or getting ready to retire, explore options that can help you prepare for what's ahead.
Grow Your Savings
Earn a fixed rate for a set term with a Share Certificate.
Prepare for Healthcare
Save for qualified healthcare expenses and explore investment options available for eligible HSA funds.
Look at the Bigger Picture
Explore retirement and investment services for additional guidance as you plan for your financial future.
Build Your Retirement Savings
An Individual Retirement Account (IRA) gives you a tax-advantaged way to set money aside specifically for retirement. Pathways offers both Traditional and Roth IRAs, so you can choose the option that better fits your goals.
Traditional IRA
A Traditional IRA may provide tax advantages today while allowing your retirement savings to grow tax-deferred.
Roth IRA
A Roth IRA uses after-tax contributions and can provide tax-free qualified withdrawals in retirement.
Plan Ahead for Healthcare Costs
Healthcare can become an important part of your financial picture as retirement gets closer. Pathways offers resources that can help you save for healthcare expenses today and understand your Medicare options later.
Health Savings Accounts
If you're enrolled in an eligible high-deductible health plan, an HSA provides a tax-advantaged way to save for qualified medical expenses.
myHSA Investments
Eligible HSA holders can invest a portion of their HSA funds through a self-directed investment platform designed specifically for HSA savings.
Medicare Guidance
Get help understanding Medicare coverage and the options available to you, including Medicare Advantage, prescription drug coverage and Medicare Supplement insurance.
Why plan ahead? Thinking about healthcare before retirement can help you prepare for future expenses while also making the most of the savings options available to you today.
Look at the Bigger Financial Picture
As retirement gets closer, your financial questions may go beyond how much you're saving. Retirement & Investment Services are available for those looking for additional guidance as they plan for the future.
Retirement Planning Can Include:
Retirement Planning
Investment Management
Retirement Income
Estate Planning
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