RETIREMENT PLANNING (PowerPoint) by ert554898

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									RETIREMENT PLANNING

TOO LITTLE
TOO LATE
TOO CONSERVATIVE
RETIREMENT CHOICES

WHEN?
WHERE?
WITH WHOM?
WITH HOW MUCH?
PROJECTION
CHALLENGES

SPENDING LEVEL IN
 RETIREMENT
INCOME SOURCES /
 AMOUNTS IN
 RETIRMENT
SHORTFALL
 FUNDING
 TECHNIQUES
SOURCES OF
RETIREMENT DOLLARS

SOCIAL SECURITY
COMPANY PENSION
PERSONAL
 INVESTMENTS /
 SAVINGS
PENSION PLAN JARGON

VESTED            UNVESTED
NONCONTRIBUTORY   CONTRIBUTORY
DEFINED BENEFIT   DEFINED
                    CONTRIBUTION
QUALIFIED         UNQUALIFIED
SUPPLEMENTAL PLANS

PROFIT-SHARING
THRIFT / SAVINGS
SALARY REDUCTION
KEOGH
IRAs
ANNUITIES
ANNUITIES: CHECKLIST

PREMIUM PAYMENTS DISPOSITION OF
  SINGLE          PROCEEDS
  INSTALLMENT       LIFE ANNUITY
                     GUARANTEED
                      MINIMUM
                       PERIOD CERTAIN
                       REFUND

								
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