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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