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When it comes to saving and investing for retirement, there are many questions to consider. How much should you save? How should those savings be invested? And what are some strategies to increase your account balance? This video will offer concepts to address those very questions such as finding an appropriate savings ratio, learning about your investment risk tolerance, and the importance of longevity. We’ll then explore savings strategies to use in the accumulation (or working) phase. Finally, we’ll show you how to locate your investment information and make investment changes online.

 Resources

Video Presentation File (pdf)
Investment Basics Handout (pdf)
Investment Menu Handout (pdf)
457 Enrollment Form (pdf)
IRA Application (pdf)

 

 

https://resources.mersofmich.com/SharepointFormsService/Default.aspx?Publication=Handout_InvestmentMenu.pdf

Investment Basics Handout
https://resources.mersofmich.com/SharepointFormsService/Default.aspx?Publication=Handout_InvestmentBasics.pdf