Retirement Planning Today - Page 4

 Rolek Retirement Strategies Retirement Course instructed by Kyle Rolek



C OURSE

  PREVIEW

 

Sec.on

 1

 –

 Life

 Planning

 for

 Re.rement

 

What do you want to accomplish during your retirement years?

Travel? Volunteer or work part-time? Pursue hobbies? To financially

prepare for your retirement, you need a clear idea of your retirement

and lifestyle goals.This course begins with quick, individual exercises

to help you begin thinking about non-financial retirement planning.

Today, many pre-retirees see themselves living their retirement years

in a much different way than their parents did.As a result, the entire

planning process has changed.This more progressive approach is

explored throughout this course.

Sec.on

 2

 –

 Re.rement

 Needs

 &

 E xpenses

 

It takes more

than money

to live a

“rich life.”

Consider how

you would

like to spend

your time

and money

during

retirement.

What are your retirement expectations? According to the Employee

Benefit Research Institute1, 63% of workers are very or somewhat

confident they will have enough money to“live comfortably”

throughout retirement. However, only 44% had actually tried to

calculate how much they will need to save!

This course contains exercises to help you determine how much

money you will need to retire in the future. If you are quickly

approaching retirement, we examine whether you can retire today

based on the annual income you desire.

Sec.on

 3

 –

 Re.rement

 Roadblocks

 &

 Mistakes

 

In this section, we identify the 10 biggest retirement planning

mistakes and how to avoid them.The highlight of this section is 11

strategies for saving money on this year’s taxes.

Sec.on

 4

 –

 Re.rement

 Income

 S ources

 

This section investigates the many ways to save for retirement and

discusses the advantages and disadvantages of each.You learn

whether you should convert your IRA to a Roth IRA, and if so, whether

it is to your advantage to make the conversion over one or multiple

years. Finally, we look at employer-sponsored retirement plans and

Social Security benefits to examine important choices you must

make.

–4–

The

 2016

 Re,rement

 Condence

 Survey.

 Employee

 Benet

 Research

 

 

 

Ins,tute.

 

1Retirement Course Registration





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