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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 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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  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. Module 10 Do You Have Other Concerns? • 10 A Enjoying Retirement • 10 B Retirement Housing • 10 C Estate Planning • 10 D Long-term Care

  8. Continued • 10 E Federal Employees Retirement Calculator • 10 F Benefits Checkup • 10 G Review

  9. 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

  10. Continued • Users can print the Guide to record their information • Evaluate the program on line

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