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  • RWS - Retirement Products

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    Maneet Singh
    6 views7 pages
    This document discusses strategies for retirement wealth and planning. It outlines reasons for retirement planning like future security, safe investments, tax savings and meeting future liabilities. It recommends determining risk tolerance and investing time frame, choosing appropriate investments, and seeking professional management. It also discusses common retirement tools like 401k, IRA, 403(b) plans and options for small businesses. Individual Retirement Accounts are highlighted as personal savings plans that offer tax incentives to save for retirement.

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    RWS- Retirement Products

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    This document discusses strategies for retirement wealth and planning. It outlines reasons for retirement planning like future security, safe investments, tax savings and meeting future liabilities. It recommends determining risk tolerance and investing time frame, choosing appropriate investments, and seeking professional management. It also discusses common retirement tools like 401k, IRA, 403(b) plans and options for small businesses. Individual Retirement Accounts are highlighted as personal savings plans that offer tax incentives to save for retirement.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    6 views7 pages

    RWS - Retirement Products

    Uploaded by

    Maneet Singh
    This document discusses strategies for retirement wealth and planning. It outlines reasons for retirement planning like future security, safe investments, tax savings and meeting future liabilities. It recommends determining risk tolerance and investing time frame, choosing appropriate investments, and seeking professional management. It also discusses common retirement tools like 401k, IRA, 403(b) plans and options for small businesses. Individual Retirement Accounts are highlighted as personal savings plans that offer tax incentives to save for retirement.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 7

    RETIREMENT WEALTH

    STRATEGIES

    Prepared by Maneet

    1
    WHY RETIREMENT PLANNING

    • Future Security
    • Safe Investments
    • Tax Savings
    • Regular Income
    • Meet Future Liabilities

    Prepared by Maneet
    2
    INVESTING FOR RETIREMENT

    • Access your risk tolerance

    • Determine your investing time frame

    • Determine the amount of money you can invest

    • Choose investments that are appropriate for your risk tolerance

    • Seek Professional management

    Prepared by Maneet
    3
    401K
    401K

    RETIREMENT
    RETIREMENT
    IRA
    IRA 403(b)
    403(b)
    TOOLS
    TOOLS

    SMALL
    SMALL
    BUSINESS
    BUSINESS

    Prepared
    Prepared by
    by Maneet
    Maneet
    4
    INDIVIDUAL RETIREMENT ACCOUNT
     An Individual Retirement Account (IRA) is a personal savings plan
    that offers specific tax incentives to encourage you to save for
    retirement

    5
    6
    7

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