Estimates and Tradeoffs: How to Plan For Retirement

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Estimates and Tradeoffs: How to Plan For Retirement is a 25-slide presentation that discusses factors to consider when calculating the amount needed to save for retirement. These factors include life expectancy, retirement age, amount of income needed in retirement, and the growth rate on invested assets. It also discusses a dozen retirement catch-up strategies and the tradeoffs associated with each one.

Author:
Barbara O'Neill, Ph.D., CFP (Extension Specialist in Financial Resource Management, Rutgers Cooperative Extension)

Duration:
10 minutes, 34 seconds

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