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On your way to retirement day: 3 easy steps to considerVideo

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Video ADA Text: On your way to retirement day: 3 easy steps to consider video

Transcript Browser Title: Video transcript: On your way to retirement day: 3 easy steps to consider video

Description: Planning for retirement is a journey — one that you should start sooner rather than later. And when it comes formulating that plan, Angelica Landa, head of Digital Retirement Experience at J.P. Morgan Wealth Management, has three key recommendations.

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Video Id: 6279997457001

Audio Description Video Id: 6279997611001

Length (seconds): 128

Transcript: <h2>Note:</h2> <p>Funky music plays.</p> <p>Legal disclosures appear.</p> <h2>On Screen:</h2> <p>INVESTMENT AND INSURANCE PRODUCTS ARE:<br> </p> <ul> <li>Not a deposit</li> <li>Not FDIC insured</li> <li>Not insured by any federal government agency</li> <li>No bank guarantee</li> <li>May lose value</li> </ul> <h2>On Screen:</h2> <p>J.P. Morgan Wealth Management logo.</p> <h2>On Screen:</h2> <p>A short montage of diverse young women and men shows: preparing for the work day, arriving at their office buildings, and working remotely. Then, a woman with long brown hair and brown eyes, Angelica Landa.</p> <h2>Angelica:</h2> <p>Imagine this: you've just landed your dream job and you can finally see the next few years clearly. While you still have a way to go, this may be the right time for you to start carving out part of that paycheck for the big day. Oh come on, you know what I'm talking about: retirement day.</p> <h2>On Screen:</h2> <p>On Your Way. Retirement Day.</p> <p>Angelica Landa, Head of Digital Retirement Experience, J.P. Morgan Wealth Management.</p> <h2>Angelica:</h2> <p>I know what you're thinking: it's way too early for me to be talking about retirement. And while yes, it is my job to tell you that it's never too early, in reality, <u>it</u> <i>is</i> never too early. Remember: retirement is an investment journey, and we all know that the earlier you invest, there's typically going to be greater benefits long-term. So if you're still with me, let's take a look at three things we’d recommend.</p> <h2>On Screen:</h2> <p>A montage shows:</p> <ul> <li>a woman working from home on a laptop computer;</li> <li>and three business colleagues working together while eating in a cafeteria.</li> </ul> <h2>On Screen:</h2> <p>Our three recommendations:</p> <h2>Angelica:</h2> <p>Number one, if your employer offers a 401k, get on it! Many companies offer a program that will match you dollar for dollar up to a certain percentage. That extra cash is additional tax-exempt savings that will help you meet your retirement goals.</p> <h2>On Screen:</h2> <p>A woman and man review a 401K Plan on a laptop computer, which displays information regarding the Personal Plan's:</p> <ul> <li>Current employee contribution;</li> <li>Contribution type;</li> <li>and Expenses in retirement.</li> </ul> <h2>Angelica:</h2> <p>If you're already participating in getting that match, great. The next step is for you to max out as much as you can for that year. Number two, if you don't have access to a 401k (maybe you've maxed it out already, or you're just looking for something with more investment options), I'm going to ask you to consider an individual retirement account. We also call these IRAs. Here at J.P. Morgan Wealth Management, we have a wide selection of tax advantage IRA options, managed portfolios, and strategies. Products such as mutual funds, ETFs, or individual securities are at the heart of these portfolios.</p> <h2>On Screen:</h2> <p>Men and women research IRA options using laptops and mobile devices.</p> <h2>Angelica:</h2> <p>And number three, start saving for all of your goals, including retirement. Let's say you want to go on a vacation or maybe purchase that lifelong forever home, as well as have a retirement savings. You don't have to pick just one; they're all possible with some planning.</p> <h2>On Screen:</h2> <p>A montage shows people kayaking on a remote river, an aerial view of a suburban neighborhood, and a woman typing on a laptop computer.</p> <h2>Angelica:</h2> <p>We offer a host of tools and education to help you along your journey, like understanding your credit, or maybe you're going to finance a car through chase.com.</p> <h2>On Screen:</h2> <p>A man sits in the driver's seat of his new car. A banking advisor smiles from her &quot;Chase Private Client&quot; office.</p> <h2>Angelica:</h2> <p>You can also work with one of our J.P. Morgan advisors to create a comprehensive financial plan for any goal that you're trying to achieve. So while retirement may seem very, very far from now, it'll be here before you know it.</p> <h2>On Screen:</h2> <p>A diverse group of young business professionals use mobile devices at work and on their commute.</p> <h2>Angelica:</h2> <p>Start saving and use those three tips and many more to make your retirement that much better.</p> <h2>On Screen:</h2> <p>An older couple walks hand-in-hand through a sunny park.</p> <h2>On Screen:</h2> <p>J.P. Morgan Wealth Management logo.</p> <h2>Note:</h2> <p>Legal disclosures appear:<br> </p> <h2>On Screen:</h2> <p>Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.</p> <p>Past Performance is not a guarantee of future results.</p> <p>This video and its content have been developed for J.P. Morgan Securities LLC clients and prospects, is for informational and educational purposes only. It is designed to provide general market commentary and information relating to certain services offered by J.P. Morgan Securities LLC, an affiliate of JPMorgan Chase &amp; Co. Opinions expressed herein are those of the author and may differ from those of other J.P. Morgan employees and affiliates. The information in no way constitutes J.P. Morgan research and should not be trusted as such. Further, the views expressed herein may differ from that contained in J.P. Morgan research reports.</p> <p>The information and views expressed are not intended to provide specific advice or recommendations for any individual. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situation, you should consult your advisor. JPMorgan Chase &amp; Co., its affiliates, and employees do not provide tax, legal, or accounting advice. Information presented on these webpages is not intended to provide, and should not be relied upon for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any financial transaction.</p> <p>J.P. Morgan Wealth Management is a business of JPMorgan Chase &amp; Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA, and JPMCB are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</p> <p>Copyright {{copyrightCurrentYear}} JPMorgan Chase &amp; Co.</p>

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