8 Method How to Prepare for Retirement PowerPoint Presentation

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Retirement Plan Advisor 8 Method How to Prepare for Retirement

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Determining How Much Money You Need to Save

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Figure Out How Much you Need to Spend

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Calculate your Annual Income Gap

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Calculate How Much you Will Need to Save

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Collecting Social Security

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Decide when to apply for Social Security Benefits

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Coordinate Benefits for your Spouse

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Provide the Required Documents

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Affording Healthcare in Retirement

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Purchase Medigap Insurance

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Save Money to Pay for Healthcare in Retirement

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Investing in Retirement Plans

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Compare Pension & Defined Contribution Plans

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Find out if your Employer Offers A Pension Plan

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Learn About your Employer’s Vesting Schedule

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Access your Pension Benefits

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Pay Taxes

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Saving with Retirement Savings Accounts

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Open a Defined Contribution Plan with your Employer

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Open a Roth IRA

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Open a Health Spending Account (HSA).

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Deciding Where to Live

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Choose the Right Time to Move

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Decide on a Living Arrangement

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Preparing Emotionally for Retirement

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Anticipate the Emotional Impact of Giving up your Career

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Adjust to Spending More Time with your Spouse or Family

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Find other Sources of Social Interaction

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Working in Retirement

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Extend your Current Employment

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Start a New Career After Retirement

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Stay within the Income Limits for Social Security

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Estimate the Effect on your Pension Benefits

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Calculate the Impact on your Income Tax

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