It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Infographic: Risks at Retirement Make a plan to take these risks off the table. Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic. Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.