how to plan for retirement - PowerPoint PPT Presentation

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how to plan for retirement

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Retirement planning should include determining time horizons, estimating expenses, calculating required after-tax returns, assessing risk tolerance, and doing estate planning. Start planning for retirement as soon as you can to take advantage of the power of compounding. Younger investors can take more risk with their investments, while investors closer to retirement should be more conservative. Retirement plans evolve through the years, which means portfolios should be rebalanced and estate plans updated as needed. – PowerPoint PPT presentation

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Title: how to plan for retirement


1
HOW TO PLAN FOR RETIREMENT
2
Savings Matters
  1. Start saving, keep saving, and stick to
  2. Know your retirement needs
  3. Contribute to your employer's retirement
  4. Learn about your employer's pension plan
  5. Consider basic investment principles
  6. Don't touch your retirement savings
  7. Ask your employer to start a plan
  8. Put money into an Individual Retirement

3
About
  • Retirement coming up with suggests that getting
    ready these days for your future life in order
    that you still meet all of your goals and dreams
    severally. This includes

setting your estimating the
retirement quantity of
goals, cash
you may want, and investment to grow your
retirement savings.
4
KEYS
Retirement designing ought to embrace crucial
time horizons, estimating expenses, scheming
needed after-tax returns, assessing risk
tolerance, and doing estate designing.
Start designing for retirement as shortly as
you'll to require advantage of the ability of
change of integrity. Younger investors will take
a lot of risk with their investments, whereas
investors nearer to retirement ought to be a lot
of conservative. Retirement plans evolve through
the years, which implies portfolios ought to be
rebalanced and estate plans updated PRN.
5
Contact
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1.781.398.0077 Email info_at_pensionwealth.com
6
THANKS FOR WATCHING
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