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RETIREMENT PLANNING

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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RETIREMENT PLANNING

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  1. RETIREMENT PLANNING • TOO LITTLE • TOO LATE • TOO CONSERVATIVE

  2. RETIREMENT CHOICES • WHEN? • WHERE? • WITH WHOM? • WITH HOW MUCH?

  3. RETIREMENT PROJECTION CHALLENGES • SPENDING LEVEL IN RETIREMENT • INCOME SOURCES / AMOUNTS IN RETIRMENT • SHORTFALL FUNDING TECHNIQUES

  4. SOURCES OF RETIREMENT DOLLARS • SOCIAL SECURITY • COMPANY PENSION • PERSONAL INVESTMENTS / SAVINGS

  5. VESTED NONCONTRIBUTORY DEFINED BENEFIT QUALIFIED UNVESTED CONTRIBUTORY DEFINED CONTRIBUTION UNQUALIFIED PENSION PLAN JARGON

  6. SUPPLEMENTAL PLANS • PROFIT-SHARING • THRIFT / SAVINGS • SALARY REDUCTION • KEOGH • IRAs • ANNUITIES

  7. PREMIUM PAYMENTS SINGLE INSTALLMENT DISPOSITION OF PROCEEDS LIFE ANNUITY GUARANTEED MINIMUM PERIOD CERTAIN REFUND ANNUITIES: CHECKLIST

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