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Retirement Planning
Chapter 2: Retirement Planning: The Accumulation Phase/ANNUITY METHOD: 4 STEP APPROACH
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 2: Retirement Planning: The Accumulation Phase

ANNUITY METHOD: 4 STEP APPROACH

01.Core Concepts

1. Determine the funding amount in today’s dollars 2. Inflate the needs from step 1 to the beginning of retirement 3. Determine the funding needs at retirement age 4. Determine the required annual savings amount See Example 2.9: Jordan, Age 42