8 Method How to Prepare for Retirement

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8 Method How to Prepare for Retirement
Retirement Plan Advisor
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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 Employers 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