Jean lown5

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Jean lown5

  1. 1. Retirement Investment Strategies<br />Jean Lown<br />Family, Consumer & Human Development, USU<br />
  2. 2. 2<br />Are you Behind in Investing for Retirement? <br />Procrastinators with little or no savings<br />Catch-up savers making up for lost time<br />People who lost investment money <br />
  3. 3. 3<br />Topics<br />Amount of money needed to retire<br />Retirement planning tools<br />Tax incentives for catch-up savers<br />Strategies to increase retirement savings<br />Strategies to stretch retirement income<br />Retirement catch-up resources<br />
  4. 4. 4<br />Time is Your Friend<br />It’s not too late to make up for lost time<br />Life expectancy is investment time horizon <br />Start taking action today<br />“If it is to be, it is up to me”<br />
  5. 5. 5<br />How Much Money is Needed? It Depends<br />50% - 100% or more of pre-retirement income ?<br />No “one size fits all” answer<br />Amount needed depends on<br />Age at retirement<br />Health status and life expectancy<br />Goals (e.g., travel, hobbies, work after retirement)<br />Lifestyle decisions (e.g., choice of area and housing)<br />Available resources (e.g., retiree health benefits)<br />
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