Course Homework

Welcome

Below are reports and articles that are available to my Retirement Basics class attendees. I wanted to make these available to everyone who is interested having useful information and to provide you with some “food for thought” in relation to your retirement planning.

You might find there are some things you never even considered which could have a material impact on the quality of your retirement. There are also some readings that can show you what you can do if you find there might be some problems to solve.

A lot of this material is under a tab near the bottom of this page. Please click on the “Additional Resources” tab to see a variety of articles and reports that should be of interest.

There is much to consider when it comes to your planning and you might find out that there are some questions for you to consider. Please feel free to contact us if you have any questions about anything you read.


Course Homework – Session #2 Readings

Evaluating Investments Versus Insurance in Retirement

Evaluating Investments Versus Insurance in Retirement

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Falling Short: The Coming Retirement Crisis and What to do About it

Falling Short: The Coming Retirement Crisis and What to do About it

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Course Homework – Session #3 Readings

Are 401(k) Investment Menus Set Solely For Plan Participants?

Are 401(k) Investment Menus Set Solely For Plan Participants?

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Optimal Retirement Income Solutions in DC Retirement Plans – Executive Summary

Optimal Retirement Income Solutions in DC Retirement Plans – Executive Summary

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Additional Resources

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