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Guide to Retirement

Retirement InsightsGuide to Retirement2022 Page reference GTRR etirement Retirement expectancy in Americans in the expectations of ability to of households with a Security timing Social Security: decision Social Security benefits: maximum Security benefit claiming savings checkpoints: Household Income <$ savings checkpoints: Household Income >$ replacement needs vary by household savings needed if starting today: Household Income <$ savings needed if starting today: Household Income >$ annual savings of saving and investing a Roth at different life an HSA for health care sources of Retirement funding23. The Prosperous Retirement : theoretical spending in in spending: partially and fully retired and 4% rule: projected outcomes vs. historical cost ravaging: timing risk of dollar cost ravaging: dynamic care costs for retirees before age plan costs usually increase with steps for Medicare and working: should I sign up for Medicare?

34 Median hourly cost of a home health aide by state. 35 Long-term care planning options Investing. 36 Goals-based wealth management. 37 Structuring a portfolio to match i nvestor goals in retirement 38 Structuring a portfolio in retirement – the bucket strategy 39 The benefit of more diversified investing

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