Retirement Planning

Concept

Making Notes

Individuals should approach retirement planning from three fronts: employer-sponsored plans, Social Security or other government programs, and individually-owned plans

Strategies

  • Retirement goal setting

  • Distribution planning

  • IRA contributions and rollovers

  • Income projection analysis

  • Employer-Sponsored plans (401(k)s

  • Social security and medicare

  • Self-employed retirement plans

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