[ Browse by Service Category : Topics Related to Retirement Benefits (3) ]
Retirement Planning
Programs that help people of all ages plan financially for retirement. Services may include a review of existing assets, retirement goals and expected retirement income and assets; analysis of options which may include work-related and individual retirement accounts, investments, savings accounts, trusts, annuities and insurance policies; and assistance in formulating strategies for money management, asset growth and protection, and realistic goal setting based on the client's age, current lifestyle, financial obligations and future earnings potential.
The above terms and definitions are part of the Taxonomy of Human Services, used here by permission of INFO LINE of Los Angeles.
