Planning for retirement


Retirement. You've worked hard, and now you want to bring your vision for retirement into better focus. Use your PayPal resources to help you map out the retirement you want. Remember, it is never too early to start planning for when you stop working.

Planning starts now

Your chances of a secure retirement will improve if you start making decisions and checking items off your to-do list at least a year before you want to retire.

Consider these questions as you begin planning:

  • At what age do I plan to retire?
  • What do I want to do in retirement?
  • When do I want to retire?
  • How much money will I need to save by the time I retire?
  • How much will I need to invest every month to hit my retirement goals?
  • Which retirement accounts should I use?
  • What should I be investing in within my retirement accounts?
  • What about medical expenses and long-term care in retirement?

18 months+ to retirement

12 months to retirement

9 months to retirement

6 months to retirement

3 months to retirement

2 months to retirement

1 month to retirement

How to complete the Medicare form

  1. Contact YBR at 844-474-6641 and ask them to complete Medicare form L564.
  2. Within five business days, YBR will complete the form, send it to your address on file, and contact you once it has been mailed.
  3. When you receive the form, send a copy to the Medicare office, and keep a copy for your records.

If retirement is further in your future, you can still start planning. If you are nearing 50, learn about 401(k) catch-up contributions, and give your retirement savings an extra boost.

Provider contact information

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