Free
0
Get Resource
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

Similar resources

Jump$tart Coalition for Personal Financial Literacy

Contact the national Jump$tart Coalition

Contact information for state coalitions is available on their respective websites.

Go to the Admin.

Submit Resources

Submit your financial education resource for listing or update an existing listing, review the Listing Criteria for guidance, or send us your questions if you need more help. Thank you for your interest in the Jump$tart Clearinghouse.

Thank you to Jump$tart Sustaining Partner, the National Endowment for Financial Education, for sponsorship of the 2023 Clearinghouse redesign.
Copyright © 1997-2025 The Jump$tart Coalition for Personal Financial Literacy | All rights reserved