Free
Listing last updated: 07-13-23
Getting Closer to Retirement
Provided by
Investor Protection Trust
Getting Closer to Retirement is an Action Guide from the "When I'm 65" program. It covers 6 key steps: Shift investing and withdrawal strategies, Get trustworthy advice, Plan for Social Security and Medicare, Understand annuities, Get value from your home equity, and Explore a phased retirement. Videos and Facilitator slides are also available.
Details
- Author
- Investor Protection Trust, Investor Protection Institute and Kiplinger's Personal Finance
- Released
- 2018
- Format and Delivery
- Online Learning/Interactive
- Resource Type
- Articles/Brochures/Booklets
- Target Audience
- Adult
- Languages
- English
- Contact Information
- 202-775-2113
