Retirement Planning

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  1. Explain the work life expectancy/retirement life expectancy dilemma.

2.Explain the importance of beginning a retirement savings plan early.

3.How is inflation relevant to a retirement plan?

4.Explain how Social Security affects an individual’s retirement income.

5.Explain capital needs analysis and its importance to retirement planning.

6.Explain how the annuity model calculates retirement needs.

7.Why is sensitivity analysis important to retirement planning?

8.Why do an individual’s needs increase or decrease during retirement.

9.Explain some of the common factors that negatively affect retirement planning.

10.Explain some of the qualitative considerations that are important in retirement planning.


Last Updated on July 8, 2019 by EssayPro