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RETIREMENT PLANNING - PowerPoint PPT Presentation


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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
RETIREMENT PLANNING
  • TOO LITTLE
  • TOO LATE
  • TOO CONSERVATIVE
retirement choices
RETIREMENT CHOICES
  • WHEN?
  • WHERE?
  • WITH WHOM?
  • WITH HOW MUCH?
retirement projection challenges
RETIREMENT PROJECTION CHALLENGES
  • SPENDING LEVEL IN RETIREMENT
  • INCOME SOURCES / AMOUNTS IN RETIRMENT
  • SHORTFALL FUNDING TECHNIQUES
sources of retirement dollars
SOURCES OF RETIREMENT DOLLARS
  • SOCIAL SECURITY
  • COMPANY PENSION
  • PERSONAL INVESTMENTS / SAVINGS
pension plan jargon
VESTED

NONCONTRIBUTORY

DEFINED BENEFIT

QUALIFIED

UNVESTED

CONTRIBUTORY

DEFINED CONTRIBUTION

UNQUALIFIED

PENSION PLAN JARGON
supplemental plans
SUPPLEMENTAL PLANS
  • PROFIT-SHARING
  • THRIFT / SAVINGS
  • SALARY REDUCTION
  • KEOGH
  • IRAs
  • ANNUITIES
annuities checklist
PREMIUM PAYMENTS

SINGLE

INSTALLMENT

DISPOSITION OF PROCEEDS

LIFE ANNUITY

GUARANTEED MINIMUM

PERIOD CERTAIN

REFUND

ANNUITIES: CHECKLIST