Retirement Planning: Retirement Needs
Sources of Retirement Income
Importance of Planning for Retirement
Financial Independence at Retirement
Capital Required at Retirement
The Price of Delaying Retirement Savings
Tax-Favored Retirement Savings
Inflation and Retirement Planning
Retirement Planning Obstacles
Personal Retirement Savings Options
Life Expectancy After Retirement
Risk of Outliving Retirement Income
Retirement Planning: Life Insurance and Retirement
The Pension Benefit Decision
The Joint and Survivor Annuity Payout Requirement
Hypothetical Pension Benefit Results
The Retirement Income Protection Solution
Joint and Survivor Annuity or Retirement Income Protection?
Cash Value Life Insurance...Solution for a Lifetime
Role of Life Insurance in Retirement Planning
Advantages of Cash Value Life Insurance
Life Insurance and Retirement Planning (Tax Issues)
Retirement Planning: Annuities
Retirement Planning Obstacles
A Tax-Deferred Annuity Solution
What Is an Annuity?
Annuity Objectives
When Do Annuity Payments Begin?
How Are Annuity Premiums Paid?
How Are Annuity Premiums Invested?
Annuity Comparisons
Non-Qualified Annuity Taxation
Annuity Advantages and Disadvantages
Retirement Planning: Qualified Plans
What Is a Qualified Retirement Plan?
Qualified Retirement Plan Tax Advantages
The Power of Qualified Retirement Plans
Defined Benefit Plans
Defined Contribution Plans
Profit Sharing Plans
401(k) Plans
Roth 401(k) Option
SEP Plans
SIMPLE Plans
Qualified Retirement Plan Provisions
Qualified Retirement Plan Comparison
Retirement Tax Credit
Income Annuity Taxation
Retirement Planning: Health Care in Retirement
Health Care in Retirement…Did You Know?
Health Care Needs in Retirement
Types of Long-Term Care Services
Nursing Homes
Assisted Living Facilities
Continuing Care Retirement Communities
Home Health Care Services
Paying for Health Care in Retirement
Retiree Health Insurance Plans
Medicare and "Medigap" Insurance
Medicaid
Long-Term Care Insurance
Long-Term Care...Did You Know?
Need for Long-Term Care Insurance
The Long-Term Care Insurance Solution
Evaluating Long-Term Care Insurance
Retirement Planning: Reverse Mortgages
Reverse Mortgages
Reverse Mortgage Considerations
Types of Reverse Mortgages
The Reverse Mortgage Decision
Reverse Mortgage Caution
