Define Your Retirement

What Does My Retirement Look Like?

It's a new world of retirement and regardless of where you are on your life path, it is important to visualize how you want to live in retirement. Knowing exactly why you are saving can be a powerful motivator. With the amazing story of longevity – and millions more people living well into their 80s, 90s or longer, the challenge is achieving the retirement you want – however you define it.

Define Your Retirement

With the BlackRock Define Your Retirement™ tool, you can visualize what you want your retirement to look like:

• What activities might be important to me in retirement?
• Where might I want to live in the first phase of my retirement?
• At what age might I want to retire?
• What are my basic retirement needs and sources of income?
• What risks could get in the way of reaching my retirement goals?

Take Action!

Once you've defined your retirement, a Personal Summary Profile maps out your objectives, concerns and topics for review with your financial professional. The answers you reach will help you build a personalized plan to anticipate how much annual income you will need to support the lifestyle you want.

A good plan first will identify what is most important – and achievable – for you. It then will help you focus with your financial professional on the financial goals and strategies for saving and investing that can help support the retirement you define. And think about revisiting the BlackRock Define Your Retirement tool periodically. Remember that your retirement could cover a 25-year period, or longer, and your needs and goals likely will change over time.

This material is provided for educational purposes only and does not constitute investment advice. The information contained herein is based on current tax laws, which may change in the future. BlackRock cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided herein or from any other source mentioned. The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice.

© 2012 BlackRock, Inc. All Rights Reserved. BLACKROCK, BLACKROCK SOLUTIONS, and iSHARES are registered trademarks of BlackRock, Inc. All other trademarks are those of their respective owners.

Prepared by BlackRock Investments, LLC, member FINRA.

USR-0798