Income Planning for Retirement

Overview

In this course, we’ll examine the common goals and concerns of many retirees as they transition into retirement. We’ll also take a step-by-step look at how to develop a sound retirement plan that accurately projects what a person’s retirement income needs will be and how to ensure that funds will last a lifetime.

Find this course for your license

License or Certification

Regulator

Learning Objectives

Describe the retirement goals common to many retirees
Calculate approximately how much money clients will need during retirement
List the three most common sources of retirement income
Determine how to allocate clients’ assets among different types of investments and the order in which they typically are liquidated
Recommend investment products to ensure that clients receive lifetime income

Designed For:

Registered Representatives

Course Information

Adding additional credit may change exam requirements.

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