2022 Retirement Planning Seminar Resources
This is where you'll find all the resources for the Retirement Planning Seminar.
Beyond Dollars: Thriving in the New Retirement — 1:55 p.m.
Optional reading before the conference
Other Non-Financial Aspects of Retirement Resources:
Essential Retirement Planning for Solo Agers by Sara Zeff Geber
How to Plan for Retirement as a Gay Couple by David Rae
Contracts for CCAR Participants and Spouses — 4:30 p.m.
Presentation Slides: Negotiating Your Retirement Contract Guide
Ma’ariv Service — 6:30 p.m.
Handout: Mishkan T'filah
Financial Planning for Retirement — 9:30 a.m.
Presentation Slides: Turn Your Savings into Retirement Income
Understanding Your Spending Worksheet
Estimate Your Health Care Costs in Retirement
Estimate Your Medicare Costs (Medicare website)
Making Retirement Savings Last (the 4% to 5% rule)
Inheriting an IRA from someone other than your spouse
What You Can Expect from RPB When You Retire — 11:30 a.m.
Required Minimum Distributions
Required Minimum Distribution Calculator
Social Security and Healthcare — 1:15 p.m.
Social Security Tips for Couples
Social Security Tips for Singles
Social Security Tips for Divorced Couples
Social Security Tips for Working Retirees
Prepare for the Reality of Healthcare in Retirement
Medicare Advantage Questions and Answers
Plan for the 21st Century Retirement — 11:00 a.m.
Open Social Security (determine your social security claiming strategy)
65 Incorporated (Medicare advisors