NEA Retirement Program
No Description
MORE DECKS TO EXPLORE
PRESENTATION OUTLINE
KNOW YOUR #'S
- Complimentary Retirement Review
- NYSTRS, Social Security and Retirement Savings (403(B)) Income Projection
- Learn about important retirement factors
- Feel confident knowing your projected retirement income
- What income will be necessary to maintain your current lifestyle in 20 years?
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STRETCH YOUR PAYCHECK
- Maximize tax savings and contribution amounts with a detailed paycheck analysis
- Are pre-tax contributions right for you?
- Are you filing the most efficient exemption status?
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INVESTMENT REVIEW
- Determine Investment Risk Profile
- Review investment options
- Choose investment vehicle and asset allocation
- Complete paperwork
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SUMMARY
- Receive Retirement Review
- Assign Beneficiary to NEA Complimentary Life Insurance Product
- Learn about suitable Investment Options through the NEA Retirement Program
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