The views in this page are the views of Fortress Financial and not the views of Mayo Clinic.

Mayo Clinic and Fortress Financial Group are not affiliated


Mayo Clinic Employees

Retiring from Mayo Clinic after years of dedicating your expertise to treating and healing marks a monumental achievement. As you prepare to enter this new chapter, you are sure to have questions and concerns about your financial security. We understand common pre-retirement anxieties experienced by pre-retirees and are equipped with actionable advice to navigate this exciting transition confidently.

The Seven Most Frequently Asked Questions About Retiring From Mayo:

Should I take the lump sum, or the monthly income?

How do I know my pension is safe?

Are there tax implications to roll over my Mayo 403(b)?

What will take the place of my regular paycheck after I retire?

How will I ensure my healthcare expenses are covered both pre- and post-Medicare eligibility?

When and how should I apply for Social Security retirement benefits?

Will I be able to retire with confidence after I leave Mayo Clinic?

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The views in this page are the views of Fortress Financial and not the views of Mayo Clinic.

Mayo Clinic and Fortress Financial Group are not affiliated