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8 Method How to Prepare for Retirement

Retirement Plan Advisor


Determining How Much Money You Need to Save


Figure Out How Much you Need to Spend


Calculate your Annual Income Gap


Calculate How Much you Will Need to Save


Collecting Social Security


Decide when to apply for Social Security Benefits


Coordinate Benefits for your Spouse


Provide the Required Documents


Affording Healthcare in Retirement


Purchase Medigap Insurance


Save Money to Pay for Healthcare in Retirement


Investing in Retirement Plans


Compare Pension & Defined Contribution Plans


Find out if your Employer Offers A Pension Plan


Learn About your Employer’s Vesting Schedule


Access your Pension Benefits


Pay Taxes


Saving with Retirement Savings Accounts


Open a Defined Contribution Plan with your Employer


Open a Roth IRA


Open a Health Spending Account (HSA).


Deciding Where to Live


Choose the Right Time to Move


Decide on a Living Arrangement


Preparing Emotionally for Retirement


Anticipate the Emotional Impact of Giving up your Career


Adjust to Spending More Time with your Spouse or Family


Find other Sources of Social Interaction


Working in Retirement


Extend your Current Employment


Start a New Career After Retirement


Stay within the Income Limits for Social Security


Estimate the Effect on your Pension Benefits


Calculate the Impact on your Income Tax


Presentation of Solid Rock Wealth Management, Inc.

www.solidrockwealth.com

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.

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.

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