Getting Closer to Retirement
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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.

Provider
Investor Protection Trust
Author
Investor Protection Trust, Investor Protection Institute and Kiplinger's Personal Finance
Price
Free
Published / Released Year
2018
Resource Categories
Information
Resource Type
Booklet/Pamphlet, Downloadable resources, Teaching Guide , Website
Target Users
Teacher, classroom or after school
Grade Level
Adult Consumer
Languages
English
Order Phone Number
202-775-2113
Jump$tart Standards
  • EI2 - Compare sources of personal income and compensation
  • FDM2 - Use reliable resources when making financial decisions
  • FDM8 - Use a personal financial plan
  • I2 - Evaluate investment alternatives
  • I4 - Investigate how agencies protect investors and regulate financial markets and products
  • SS1 - Develop a plan for spending and saving

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