8 Method How to Prepare for Retirement
Retirement planning is not something most people look forward to, but it is a necessary fact of life.
Retirement planning is not something most people look forward to, but it is a necessary fact of life.
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8 <strong>Method</strong><br />
<strong>How</strong> <strong>to</strong> <strong>Prepare</strong> <strong>for</strong> <strong>Retirement</strong><br />
<strong>Retirement</strong> Plan Advisor
Determining <strong>How</strong><br />
Much Money You Need <strong>to</strong> Save
Figure Out <strong>How</strong> Much you Need<br />
<strong>to</strong> Spend
Calculate your Annual Income Gap
Calculate <strong>How</strong> Much you Will<br />
Need <strong>to</strong> Save
Collecting Social Security
Decide when <strong>to</strong> apply <strong>for</strong> Social<br />
Security Benefits
Coordinate Benefits <strong>for</strong> your Spouse
Provide the Required Documents
Af<strong>for</strong>ding Healthcare<br />
in <strong>Retirement</strong>
Purchase Medigap Insurance
Save Money <strong>to</strong> Pay <strong>for</strong> Healthcare<br />
in <strong>Retirement</strong>
Investing in <strong>Retirement</strong> Plans
Compare Pension & Defined<br />
Contribution Plans
Find out if your Employer Offers<br />
A Pension Plan
Learn About your Employer’s<br />
Vesting Schedule
Access your Pension Benefits
Pay Taxes
Saving with <strong>Retirement</strong><br />
Savings Accounts
Open a Defined Contribution Plan<br />
with your Employer
Open a Roth IRA
Open a Health Spending Account<br />
(HSA).
Deciding Where <strong>to</strong> Live
Choose the Right Time <strong>to</strong> Move
Decide on a Living Arrangement
Preparing Emotionally <strong>for</strong><br />
<strong>Retirement</strong>
Anticipate the Emotional Impact<br />
of Giving up your Career
Adjust <strong>to</strong> Spending More Time with<br />
your Spouse or Family
Find other Sources of Social<br />
Interaction
Working in <strong>Retirement</strong>
Extend your Current Employment
Start a New Career After <strong>Retirement</strong>
Stay within the Income Limits <strong>for</strong><br />
Social Security
Estimate the Effect on your Pension<br />
Benefits
Calculate the Impact on your<br />
Income Tax
Presentation of<br />
Solid Rock Wealth Management, Inc.<br />
www.solidrockwealth.com
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