Making "cents" of Retirement
This unit outlines all the information needed for someone considering retirement.
Items covered are:
• How much do we need?
• Preservation rules and conditions of release
• Lump sum or pension?
• Allocated Pension basics
• Annuities
• Government Age Pension and Gifting basics
• Tax considerations
• Beneficiaries and reversionary pensions
• Continuing to work part time
• Investments in retirement
• Reverse mortgages
• Downsizing