[ Browse by Service Category : Topics Related to Retirement Benefits (8) ]

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.

[ View Programs and Services (1) | Related Topics ]

The above terms and definitions are part of the Taxonomy of Human Services, used here by permission of INFO LINE of Los Angeles.