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
- Format and Delivery
- Online Accessible
- Resource Type
- Information
- Target Audience
- Adult
- Languages
- English
- Contact Information
- 202-775-2113
- Jump$tart Standards
- Yes
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