Planning for a secure retirement
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Planning for A Secure Retirement. Sharon A. DeVaney & Janet C. Bechman Consumer Sciences & Retailing Purdue University, West Lafayette, IN Funded by Purdue University CES 21 st Century Initiative. www.ces.purdue.edu/retirement/. Available 24 hours a day – 7 days a week

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Planning for A Secure Retirement

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Planning for a secure retirement

Planning for A Secure Retirement

Sharon A. DeVaney & Janet C. Bechman

Consumer Sciences & Retailing

Purdue University, West Lafayette, IN

Funded by Purdue University

CES 21st Century Initiative


Www ces purdue edu retirement

www.ces.purdue.edu/retirement/

  • Available 24 hours a day – 7 days a week

  • Consists of 10 modules (10 questions)

  • Interactive with 30 links to sites

  • Short case studies


Modules

Modules

  • Each module consists of a question

  • Most modules link to 1 or more sites

  • Most modules have a case study

  • Answers to the cases are included

  • Users can go to any module at any time


Module 1 are you ready to retire

Module 1Are You Ready to Retire?

  • 1 ARetirement Readiness Rating

  • 1 BLife Expectancy Calculators

  • 1 CRisk Tolerance

  • 1 DYour Retirement Lifestyle


Other modules focus on retirement related questions

Other modules focus on retirement-related questions

  • Module 2Expenses in Retirement

  • Module 3Collecting Social Security

  • Module 4Estimate of Income Needed

  • Module 5Medicare & Other Health

    Benefits


Continued

Continued

  • Module 6Funding an Employer

    Retirement Plan

  • Module 7Selecting a Plan for the Self-

    Employed

  • Module 8Individual Retirement Accounts

  • Module 9Lump Sum Distributions


Module 10 do you have other concerns

Module 10 Do You Have Other Concerns?

  • 10 AEnjoying Retirement

  • 10 BRetirement Housing

  • 10 CEstate Planning

  • 10 DLong-term Care


Continued1

Continued

  • 10 EFederal Employees Retirement Calculator

  • 10 FBenefits Checkup

  • 10 GReview


How to use

How To Use

  • A “Getting Started” session to introduce the program

  • A follow up session one month later

  • Work site presentation

  • Computer lab where participants work at own speed


Continued2

Continued

  • Users can print the Guide to record their information

  • Evaluate the program on line


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