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8 Method How to Prepare for Retirement

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Presentation on theme: "8 Method How to Prepare for Retirement"— Presentation transcript:

1 Retirement Plan Advisor 8 Method How to Prepare for Retirement

2 Determining How Much Money You Need to Save

3 Figure Out How Much you Need to Spend

4

5 Calculate your Annual Income Gap

6

7 Calculate How Much you Will Need to Save

8

9 Collecting Social Security

10 Decide when to apply for Social Security Benefits

11

12 Coordinate Benefits for your Spouse

13

14 Provide the Required Documents

15

16 Affording Healthcare in Retirement

17 Purchase Medigap Insurance

18

19 Save Money to Pay for Healthcare in Retirement

20

21 Investing in Retirement Plans

22 Compare Pension & Defined Contribution Plans

23

24 Find out if your Employer Offers A Pension Plan

25

26 Learn About your Employer’s Vesting Schedule

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28 Access your Pension Benefits

29

30 Pay Taxes

31

32 Saving with Retirement Savings Accounts

33 Open a Defined Contribution Plan with your Employer

34

35 Open a Roth IRA

36

37 Open a Health Spending Account (HSA).

38

39 Deciding Where to Live

40 Choose the Right Time to Move

41

42 Decide on a Living Arrangement

43

44 Preparing Emotionally for Retirement

45 Anticipate the Emotional Impact of Giving up your Career

46

47 Adjust to Spending More Time with your Spouse or Family

48

49 Find other Sources of Social Interaction

50

51 Working in Retirement

52 Extend your Current Employment

53

54 Start a New Career After Retirement

55

56 Stay within the Income Limits for Social Security

57

58 Estimate the Effect on your Pension Benefits

59

60 Calculate the Impact on your Income Tax

61

62 Presentation of Solid Rock Wealth Management, Inc. www.solidrockwealth.com


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