Planning for a Secure Retirement Overview

Are you looking forward to the day you retire? Or, do you dread the thought? Being able to retire when you want and how you want is important to many people. Planning ahead can put you in a position to live comfortably during your retirement.

The objective of this course is to help you with your planning for retirement. Each provides information that can be valuable in answering the questions you need to consider as you make your plans. The modules include specific goals for the module, activities to complete, and sources for more information.

Before you begin, you may go to the Guide and print out the entire document. Use this Guide with the modules.

Site Contents

Module 1: Ready to Retire

Module 2: Expenses in Retirement

Module 3: Collecting Social Security

Module 4: Income Needed in Retirement

Module 5: Medicare & Health Benefits

Module 6: Employer Retirement Programs

Module 7: Self-Employed

Module 8: Individual Retirement Accounts

Module 9: Lump Sum Retirement Distribution

Module 10: Other Concerns

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