Page 17 - IPI Educational Programs and Resources [2.16.20 Version]

Client articles
Saving for retirement
• Traditional IRA fact sheet
• Roth IRA fact sheet
• Max out IRA contributions
• Planning for the retirement you want: A guide to annuity titling Creating reliable income and distribution plans
• Early withdrawals from an IRA or 401(k)
• Social Security: Get the most from your bene ts
• Deciding when to take Social Security
• Retirement challenge: Social Security doesn’t cover all your day-to-day expenses
• The impact of market volatility in retirement
• Negative returns at retirement can be detrimental
• No guarantees with 4% withdrawal rule
• Prepare for a retirement that may last 25-30 years
• Will your savings last for 30 years or more?
• Early withdrawals from an IRA or 401(k) Managing taxes and estate planning
• Taxes take a bite out of savings
• Taxes matter in retirement: Here’s why
• Key estate planning steps for everyone
• What you need to know about inheriting an IRA
Client worksheets
Managing risk
• Retirement income worksheet
• Prepare for the retirement you want
• Retirement risk assessment worksheet
Estate planning
• Bene ciary worksheet
• Information about bene ciaries worksheet
Curriculum Guide 17