PDF-Finra RICP Retirement Income Certified Professional

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Monthly Seminar. May 30, 2014. Project Director: Dr. A. . Hervani. Faculty Mentors: Dr. P. Aka; Dr. E. . Arnott. -Hill. Fellow: R. Spaulding. Baby Boomers. Elderly . Early retirees. Young Professional. Dr. Alex . “Uncle Al” White. CALS, Dairy Science. moneyguy@vt.edu. Retirement . planning overview. Tax benefits of qualified retirement accounts. Basic retirement planning calculations. University of Michigan Credit Union. When to Retire?. Debt. N. o . mortgage, no credit card debt, and no car . payments. Savings. Savings . to cover 18 to 24 months of . non-discretionary expenses. In safe, non-stock account. Many older adults recognize that moving into a retirement community can significantly improve their quality of life, but they are unsure what to look for in retirement communities Utah. There are many things to consider apart from the cost before you take a decision. 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