1 / 62

8 Method How to Prepare for Retirement

Retirement planning is not something most people look forward to, but it is a necessary fact of life.

solidrock
Download Presentation

8 Method How to Prepare for Retirement

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 8 Method How to Prepare for Retirement Retirement Plan Advisor

  2. Determining How Much Money You Need to Save

  3. Figure Out How Much you Need to Spend

  4. Calculate your Annual Income Gap

  5. Calculate How Much you Will Need to Save

  6. Collecting Social Security

  7. Decide when to apply for Social Security Benefits

  8. Coordinate Benefits for your Spouse

  9. Provide the Required Documents

  10. Affording Healthcare in Retirement

  11. Purchase Medigap Insurance

  12. Save Money to Pay for Healthcare in Retirement

  13. Investing in Retirement Plans

  14. Compare Pension & Defined Contribution Plans

  15. Find out if your Employer Offers A Pension Plan

  16. Learn About your Employer’s Vesting Schedule

  17. Access your Pension Benefits

  18. Pay Taxes

  19. Saving with Retirement Savings Accounts

  20. Open a Defined Contribution Plan with your Employer

  21. Open a Roth IRA

  22. Open a Health Spending Account (HSA).

  23. Deciding Where to Live

  24. Choose the Right Time to Move

  25. Decide on a Living Arrangement

  26. Preparing Emotionally for Retirement

  27. Anticipate the Emotional Impact of Giving up your Career

  28. Adjust to Spending More Time with your Spouse or Family

  29. Find other Sources of Social Interaction

More Related