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Retirement Planning-
Rock Island Arsenal
ACS Workshop		 Retirement Planning -
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Retirement Planning – RIA ACS Basic, Financial Workshop

Purpose:

To get you started or to continue your retirement planning explorations, discussions and decisions for yourself and in coordination with your family members, significant others and your advisors and coaches.   

 

Scope and Limitations :

•  Each person and family is unique – basic methods and factors need to be adapted to each.
• The class is “basic” and regards “financial” aspects; retirement is complex and made up of many factors: wealth accumulation, debt,  risk management and insurances, health care, long term care, tax planning, and estate planning (to name a few).
• Make no immediate decisions and seek advice and consent of other involved people (family members and advisors).  
 

Notes:

• Described in the workshop lessons are software packages entitled “PowerSave” and “PowerPay.”   The software originates from the Utah State Extension Service.  Army Community Service (ACS) at Rock Island Arsenal has received a site – license to reproduce the software sets.  Persons may obtain copies from ACS
• The documents are also available in hardcopy by mail

 

ACS phone :  309-782-0829   or DSN 793-0829   

ACS e-mail:  Rock-ACS@conus.army.mil

 

Retirement Planning – Basic, Financial Workshop Lessons
 (Click on the link to view, or right-click on the link and "save target as" to save)

 

Tools:
-MS Excel Spreadsheet for all lessons
-(Limitations of the Excel Spreadsheet)		          
 

Part 1: Understand the Impact of Time!
-PowerPoint Lesson 1
-The "Rule of 72"

        
    Part 2: Forecast your Requirements
-PowerPoint Lesson 2		      
      Part 3: Forecast your Capabilities
-PowerPoint Lesson 3
-MS Excel Net Worth Statements

 
        Part 4: Understanding your Decision Time Gates
-PowerPoint Lesson 4		  
          Part 5: References used to support these workshops
 -Word handout on references

The following information is provided as a service by the Financial Readiness Center (Contractor Supported) of Army Community Service (ACS).  Clients and readers are responsible for making their decisions on actions to take.  This planning information could be of great interest to the extended Arsenal community.  The information presented below is neither an endorsement nor any sort of recommendation.  The information is provided only for educating readers in order to broaden their knowledge of options that may be available.  For this educational purpose, the following information is provided.  Also, because of changes in policies, this information is subject to change without notice.

 

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Retirement Planning -
 Websites

•Social Security Administration - http://www.socialsecurity.gov/
•Veteran’s Administration  - www.va.gov/
•Army Retirement Services Office - http://www.armyg1.army.mil/RSO/
•Defense Finance and Accounting Service (retired pay and Survivor Benefits Plan) - http://www.dfas.mil/

 

The web links above are neither an endorsement nor any sort of recommendation.  This information is not intended to replace the advice of a qualified attorney, tax adviser, financial adviser, or insurance agent.  The provided information does not endorse an organization or make guarantees.  The provided information is not a recommendation; clients are responsible for making their own decisions.

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Retirement Planning -
Information and Articles

Money 20080818 Applying for Extra Social Security Credit if Active Duty 1957 to 1967 (Indef).doc

 

Money 20080722 Social Security Retirement Benefits On Line Estimator (Indef).doc

 

Money 20080512 Dept of Labor Retirement Planning Guide (Indef).pdf

 

Money 20110216 Web Site Review AARP Retirement Calculator (Indef)229.doc

 

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The information presented below is neither an endorsement nor any sort of recommendation.  This information is not intended to replace the advice of a qualified attorney, tax adviser, financial adviser, or insurance agent.  The provided information does not endorse an organization nor make guarantees.  The provided information is not a recommendation; clients are responsible for making up their own decisions.  This information should not be considered an exclusion of other reputable, professional organizations, products or services.  Before making any financial commitment, consult the appropriate professional adviser.  The information is provided only for educating readers in order to broaden their knowledge of options that may be available.  For this educational purpose, the following information is provided.

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