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RETIREMENT PLANNING. TOO LITTLE TOO LATE TOO CONSERVATIVE. RETIREMENT CHOICES. WHEN? WHERE? WITH WHOM? WITH HOW MUCH?. RETIREMENT PROJECTION CHALLENGES. SPENDING LEVEL IN RETIREMENT INCOME SOURCES / AMOUNTS IN RETIRMENT SHORTFALL FUNDING TECHNIQUES.

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Presentation Transcript
Retirement planning l.jpg
RETIREMENT PLANNING

  • TOO LITTLE

  • TOO LATE

  • TOO CONSERVATIVE


Retirement choices l.jpg
RETIREMENT CHOICES

  • WHEN?

  • WHERE?

  • WITH WHOM?

  • WITH HOW MUCH?


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RETIREMENT PROJECTION CHALLENGES

  • SPENDING LEVEL IN RETIREMENT

  • INCOME SOURCES / AMOUNTS IN RETIRMENT

  • SHORTFALL FUNDING TECHNIQUES


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SOURCES OF RETIREMENT DOLLARS

  • SOCIAL SECURITY

  • COMPANY PENSION

  • PERSONAL INVESTMENTS / SAVINGS


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VESTED

NONCONTRIBUTORY

DEFINED BENEFIT

QUALIFIED

UNVESTED

CONTRIBUTORY

DEFINED CONTRIBUTION

UNQUALIFIED

PENSION PLAN JARGON


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SUPPLEMENTAL PLANS

  • PROFIT-SHARING

  • THRIFT / SAVINGS

  • SALARY REDUCTION

  • KEOGH

  • IRAs

  • ANNUITIES


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PREMIUM PAYMENTS

SINGLE

INSTALLMENT

DISPOSITION OF PROCEEDS

LIFE ANNUITY

GUARANTEED MINIMUM

PERIOD CERTAIN

REFUND

ANNUITIES: CHECKLIST


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