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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

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