Whether you’re still focused on your career or thinking about retiring soon, we can help you establish a game plan to make your dreams a reality. And until you get to that next stage, we can help you make the most of every day by keeping you and your family healthy and happy.
6 Most Important Benefits in Your 60s
1. Contribute at least 6 percent to your 401(k).
If you do nothing else, do this. For every dollar you contribute, Intuit matches $1.25 to your 401(k), up to 6 percent. If you don’t participate, that’s like telling your boss you don’t want a 7.5 percent raise. Think about it. Did you know that since you’re over 50, you could save even more? You can save an additional $6,000 per year in catch-up contributions. Note: You must actively enroll to make catch-up contributions. You are not automatically enrolled when you turn 50. Enroll now.
2. Choose wellness for life.
From health assessments and biometric screenings to our Activity Program, Fit for Life Incentive and Real Appeal weight loss program, we give you lots of opportunities and encouragement to stay healthy and save money. It’s not just about looking and feeling great—it’s also about having all of the tools you need to lead a well-balanced life.
3. Own a piece of Intuit and save for your future.
By participating in the Employee Stock Purchase Plan (ESPP), you can set aside 2 percent to 15 percent of your total pay and invest it in Intuit shares—at a 15 percent discount! Whether you’re planning for your retirement or just setting aside money for a rainy day, the ESPP is a great way to sweeten your savings strategy.
4. Get a second opinion.
You can never be too careful with your health. If you’re uncertain about a medical diagnosis or the appropriate treatment, Best Doctors can help. Through this service, which is offered as part of your Intuit medical benefits (at no cost to you), you can get advice on your medical condition, ask for advice from a doctor, and even find a Best Doctor for your condition.
5. Plan for your retirement.
Your golden years are never as far away as they seem. Intuit gives you free access to industry-leading tools and resources that can help you create a plan that works for you. Intuit gives you free access to industry-leading tools as well as financial education and counseling services through the legal insurance plan to help you create a plan that works for you.
6. Make a difference in someone’s life.
We’re committed to giving back to our communities. Be sure to take advantage of our generous matching donation program and the volunteer time off that is available to you through We Care & Give Back.
How many of these programs have you taken advantage of already? What are you missing out on? You can use this checklist to make sure you’re investing in your future, staying healthy and helping others. Win. Win. Win.
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