Page 7 - IPI Educational Programs and Resources [2.16.20 Version]

Resources
Financial professional articles
• Ask the R.I.G.H.T. discovery questions
• Gateway to early distributions from quali ed accounts
• RMDs: What to do with ’em?
Financial professional quick tips
• Calculating Social Security bene ts
• Managing taxes on Social Security bene ts
• How to calculate yearly required minimum distributions (RMDs)
• Rollover options for retirement accounts
Client articles
• The impact of market volatility in retirement
• Negative returns at retirement can be detrimental
• No guarantees with 4% withdrawal rule
• Taxes matter in retirement. Here’s why.
• Retirement challenge: Social Security doesn’t cover all your day-to-day expenses
• Social Security: Get the most from your bene ts
• Deciding when to take Social Security
• Health care costs in retirement: What to keep in mind
• 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)
• What you need to know about inheriting an IRA
Client worksheet
• Prepare for the retirement you want
Curriculum Guide 7