Planning for Retirement Topic

Powerpoint, Handouts and References

Kickoff

Video, 2008 afternoon session

Video, 2008 evening session

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• Retirement Decision Making Areas
• TCRS-ORP Comparison
• TCRS Benefit Calculator
• TCRS Sick Leave Accumulation Schedule
• TCRS Retired Members, June 30, 2005
• TCRS-Social Security-Health Insurance Time-Line
• " Make Your Nest Egg Last." Updegrave, Walter. MONEY Magazine senior editor, Money Magazine, June 14, 2006.
• " Your Family's Money." Updegrave, Walter, MONEY Magazine senior editor, Money Magazine, July 20, 2006.
• " 7 smart reasons not to retire early", Consumer Reports Money Advisor, Feb. 2006.
• " The new retirement: Staying 'engaged' can keep you healthier" , Consumer Reports on Health, April 2006.
• " Preretirement Do's and Don'ts." Pfaff, Timothy. Dynamic Years May-June 1979.
• " The 13 biggest retirement mistakes." Consumer Reports Money Advisor, Aug. 2005.
• " Personal Wealth - A veteran financial writer discusses what surprised him about retirement." Hinden, Stan. Bloomberg Personal Finance. June 2002.
• " Surprises that await in retirement." Daugherty, Greg. Consumer Reports Money Advisor, Apr. 2007

Legal Issues

Video, 1 hr. 40 min.

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• PowerPoint Presentation
  (If unable to view, click to download PowerPoint Viewer 2007)
• Tennessee Department of Health Model Forms

Other Suggested References:

• The Wall Street Journal. Complete Retirement Guidebook: How to Plan It, Live It and Enjoy It
• AARP Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your Personal Legacy (AARP)
• www.smartmoney.com
• A Guide to Elder Planning: Everything You Need to Know to Protect Yourself Legally and Financially (Paperback), by Steve Weisman

Financial Planning

(no video available, see 2008 series)

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• Retirement Planning Calculators from AARP
• Edward Jones - Making Sense of Investing

Basic Estate Planning Strategies

Video, 1 hr. 40 min.

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• PowerPoint Presentation
  (If unable to view, click to download PowerPoint Viewer 2007)
• The Handouts are at the end of the .pdf file

TCRS

Video, 2008

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• Retirement...A New Beginning (TCRS Handbook)
• TCRS Retirement Application

ORP

(no video available - see 2008 series)

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• Optional Retirement Program (ORP)

Medicare

Video, 44 min.

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• PowerPoint Presentation
  (If unable to view, click to download PowerPoint Viewer 2007)
• Medicare: The Official U.S. Government Site
• TN Medicare Supplement Plan
• SMP-Medicare Fraud Prevention
• AARP Medicare Site
• Medicare Drug Coverage - The Basics (AARP Bulletin, November 2005) - similar, but not the same handout from Oct. 9
• SMP Resources (Senior Medicare Patrol)
• First TN Area Agency on Aging & Disability
• National Clearinghouse for Long-Term Care Information

Social Security

Video, 1 hr., 35 min.

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• PowerPoint Presentation
  (If unable to view, click to download PowerPoint Viewer 2007)
• Understanding the Benefits (SSA Publication handed out)
• Schedule of Social Security Benefit Payments 2007
• Direct Deposit Frequently Asked Questions
• Do I have to pay income tax on my Social Security benefits?
• How to Have Federal Taxes Withheld from Your Social Security Benefit
• Social Security Online: The Official U.S. Government Site

Click here for the Social Security information below:

• Request for Employment Information Form CMS-L564 (only obtained from Social Security)
• Medicare Part B Monthly Premium Increase 2008
• Medicare Part D Subsidy Information
• Questions About Enrolling in Medicare's Prescription Drug Coverage

Health Considerations

Video, 1st Session,
1 hr., 29 min.

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No handouts were used, but here are some useful links provided by Dr. Hamdy.

• American Geriatrics Society
• National Osteoporosis Foundation
• Gerontological Society of America
• International Society of Clinical Densitometry (Bone Density)

Taxes

Video, 1 hr. 27 min.

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• Seminar Outline
• Social Security Tax Examples
• Tennessee Deferred Compensation Programs
• Comparison of 457 and 401(k) plans
• Deferred Compensation Publications
  

Insurance

(no video available - see 2008 series)

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• Handbook, State Group Insurance Program (see p. 18, "What if I retire?")
• Health Insurance Premium Rates, 2008
• Medicare Supplement Brochure-POMCO
• A Shopper's Guide to Long Term Care Insurance (link to NAIC catalog, $.71 per copy)
• State Farm Long Term Care Pamphlets
• State Farm Learning Center

Housing

Video, 1 hr. 9 min.

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• Housing Tips
• AARP Policy & Research
• AARP Topics in Housing, Mobility & Care Options
• AARP Reverse Mortgages

Personal Activities

Community Engagement, Leadership and Learning

Video, 1 hr. 24 min.

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• Backburner Exercise
• Tips for Volunteering
• Johnson City Area Volunteer Opportunities
• Volunteer Opportunities
• Local Libraries
• Tennessee Senior Olympics
• Johnson City Senior Center
• Retired and Senior Volunteer Program