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HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Retirement Planning for Field Personnel Catalogue code: #B20 Full presentation or module? Presentation.

Published byVivien Poole Modified over 8 years ago

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Presentation on theme: "HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Retirement Planning for Field Personnel Catalogue code: #B20 Full presentation or module? Presentation."— Presentation transcript:

1 HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Retirement Planning for Field Personnel Catalogue code: #B20 Full presentation or module? Presentation Slide numbers: 1 to 12 Registered/Non-Registered Usage: All (Usage limited. See notes below.) (Choices: registered rep use only, not for registered rep use, allowed for all, partial limitations) Last update info: Date updated: 20150-07-06 Project #25729 Description of changes: update to new approved template Filed with FINRA? No If yes, date: Notes: This can be used by all reps but is limited to use with church plans (403b9) only. It may not be used for promoting other plans such as retail, 401(k) and 403(b)7.

2 What Field Personnel Need to Know about Retirement Planning

3 Field Personnel and Retirement Income What Field Personnel Need to Know about Retirement Planning  Don’t rely on traditional income replacement models.  Do your homework about the cost of living in the U.S. 2

4 How to Build a Retirement Budget

5 4 Determine Housing and Living Expenses  Where will you live?  What is the cost of living in that area? What Field Personnel Need to Know about Retirement Planning

6 Build Your Retirement Budget 5  What are your resources?  How will you allocate them?  www.GuideStone.org/PFR What Field Personnel Need to Know about Retirement Planning

7 6 Evaluate Your Retirement Savings Plan  Use GPS: Guided Planning Services ® to determine your needs. GPS made available through GuideStone Advisors. What Field Personnel Need to Know about Retirement Planning

8 7 Tax Savings Strategies  Employee contributions  Employer contributions What Field Personnel Need to Know about Retirement Planning

9 8 A Word about IRAs  While serving overseas  While serving in the United States What Field Personnel Need to Know about Retirement Planning

10 9 Housing Allowance Considerations  Consider a plan for maintaining your housing allowance during retirement.  IRAs and some other plans do not allow this option. What Field Personnel Need to Know about Retirement Planning

11 The Next Steps 10  Determine your retirement needs.  Adjust your contributions as needed.  Reassess your investment options.  For individual help, request a personal telephone appointment. What Field Personnel Need to Know about Retirement Planning

12 11 A Real-life Example

13 12

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