Turn Your Retirement Puzzle into a Plan

Here are six ways to help lock the pieces in place.

Three puzzle pieces fit together: A piece with a question mark leads to another with a gears icon, and finally a piece with a lightbulb.
(Image credit: Getty Images)

I recently received a 1,000-piece jigsaw puzzle as a gift that features a lovely Colorado mountain trail disappearing into the blue sky horizon. The puzzle itself instantly rekindled memories of childhood with my father. Because he had a lifelong passion for puzzles, I grew up in a house where scattered jigsaw pieces would cover the dining room table like a cardboard construction zone. While my father always loved the process of assembling the pieces, I’ve long been the type to enjoy just admiring the picture on the box. The rest always seemed a little too messy to me.

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Disclaimer

Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer's individual set of facts and circumstances. You should rely on your own independent advisors as to any tax, accounting, or legal statements made herein. Jackson is the marketing name for Jackson Financial, Inc., Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Life Distributors LLC.

Disclaimer

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Phil Wright, Certified Fund Specialist
Vice President of Marketing Communications, Jackson National Life

Phil Wright is Vice President of Marketing Communications at Jackson National Life Distributors LLC (JNLD) and an award-winning financial writer. He started with the company in 1994 and focuses on the development and creation of marketing business content. He is a Registered Principal and Certified Fund Specialist (CFS®).