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24-04-2014, 01:47 PM
Hi,
Here is another guide I think from JP Morgan on retirement planning for 2014. Its from U.S. not local.
This is the table of contents for the guide.
Retirement landscape
5 The retirement equation
6 Life expectancy probabilities
7 Older Americans in the workforce
8 Managing expectations of ability to work
9 Social Security timing tradeoffs
10 Maximizing Social Security benefits
11 Older individuals experience higher inflation
12 Spending and inflation
13 Historic income tax rates
Saving
15 Retirement savings checkpoints
16 Benefit of saving early
17 Savings rate
18 The toxic combination of varied savings and loans
or withdrawals
19 Evaluate a Roth
20 The power of tax-deferred compounding
Spending
22 Dollar cost ravaging — timing risk of withdrawals
23 Changes in spending
24 Effects of traditional withdrawal rates on a balanced portfolio
25 Rising annual health care costs
26 Variation in health care costs: traditional Medicare
27 Long-term care planning
28 Annual cost of nursing home care (private room)
Investing
30 Structuring a portfolio to match investor goals
31 Structuring a portfolio: the bucket strategy
32 Diversification
33 Impact of being out of the market
34 Major asset classes vs. inflation
35 Asset class returns
Reference
36 Traditional IRAs vs. Roth IRAs — 2013
37 Traditional IRAs vs. Roth IRAs — 2014
38 Medicare definitions and information
39 Annuity basics
40 A closer look at tax rates
Here is another guide I think from JP Morgan on retirement planning for 2014. Its from U.S. not local.
This is the table of contents for the guide.
Retirement landscape
5 The retirement equation
6 Life expectancy probabilities
7 Older Americans in the workforce
8 Managing expectations of ability to work
9 Social Security timing tradeoffs
10 Maximizing Social Security benefits
11 Older individuals experience higher inflation
12 Spending and inflation
13 Historic income tax rates
Saving
15 Retirement savings checkpoints
16 Benefit of saving early
17 Savings rate
18 The toxic combination of varied savings and loans
or withdrawals
19 Evaluate a Roth
20 The power of tax-deferred compounding
Spending
22 Dollar cost ravaging — timing risk of withdrawals
23 Changes in spending
24 Effects of traditional withdrawal rates on a balanced portfolio
25 Rising annual health care costs
26 Variation in health care costs: traditional Medicare
27 Long-term care planning
28 Annual cost of nursing home care (private room)
Investing
30 Structuring a portfolio to match investor goals
31 Structuring a portfolio: the bucket strategy
32 Diversification
33 Impact of being out of the market
34 Major asset classes vs. inflation
35 Asset class returns
Reference
36 Traditional IRAs vs. Roth IRAs — 2013
37 Traditional IRAs vs. Roth IRAs — 2014
38 Medicare definitions and information
39 Annuity basics
40 A closer look at tax rates