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The Journey to Retirement

Puzzle Pieces
Life is a journey and retirement is certainly a destination. A successful retirement doesn’t just happen, it requires planning, attention and resources. How will the pieces of the financial jigsaw puzzle fit together to allow for a long and happy retirement?
All pertinent financial information - including Social Security, company-sponsored pension plans (defined benefit), employer-sponsored retirement plans (such as 401k plans) - as well as any personal savings including Individual Retirement Accounts (IRAs) should be considered.
First Trust believes the systematic application of its disciplined and proprietary investment strategies utilized in First Trust product offerings could help financial advisors and their clients assemble the pieces together for a comfortable retirement. Consider the following product solutions to help solve the retirement plan puzzle:
Financial Advisors - Request a 401(k) Proposal
Contact the First Trust 401(k) department for a list of record keeper availability.
 
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
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