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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

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 A Retirement Readiness Rating
  • 1 B Life Expectancy Calculators
  • 1 C Risk Tolerance
  • 1 D Your Retirement Lifestyle
other modules focus on retirement related questions
Other modules focus on retirement-related questions
  • Module 2 Expenses in Retirement
  • Module 3 Collecting Social Security
  • Module 4 Estimate of Income Needed
  • Module 5 Medicare & Other Health

Benefits

continued
Continued
  • Module 6 Funding an Employer

Retirement Plan

  • Module 7 Selecting a Plan for the Self-

Employed

  • Module 8 Individual Retirement Accounts
  • Module 9 Lump Sum Distributions
module 10 do you have other concerns
Module 10 Do You Have Other Concerns?
  • 10 A Enjoying Retirement
  • 10 B Retirement Housing
  • 10 C Estate Planning
  • 10 D Long-term Care
continued1
Continued
  • 10 E Federal Employees Retirement Calculator
  • 10 F Benefits Checkup
  • 10 G Review
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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