Knowledge Center

The Focus of Retiring in Style Bootcamp

1. Set Up
   Your Accounts

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   Start saving for retirement in your employer-based account and the IRA that makes the most sense for you.

2. Create Your
   Road Map

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   Visualize your retirement and calculate how much you need to put away every month to get there.

3. Learn to Invest
   and Maintain

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   Now that you’re putting some money into your accounts, learn how it should be invested.

Retiring in Style Schedule

• day 1 – 2

  Get Started:

  Start or increase contributions to your employer-based account and open the IRA that’s right for you.

• day 3

  Visualize Your Retirement:

  Will you be exploring life around the world or nurturing life in your backyard garden? See how your costs may change in retirement.

• day 4-5

  Put a Price Tag on It:

  Figure out how much your ideal retirement might cost and how much you need to put away each month to get there.

• day 6 – 7

  Prioritize:

  We know: Retirement isn’t your only financial goal. So how do you prioritize it against the others? We show you how.

• day 8

  Other Retirement Income:

  You may not have to save all your retirement income on your own. Find out what other money you may be able to rely on.

• day 9-10

  Your Post-Bootcamp Road Map:

  Learn how to invest your money so it grows nicely. Plus, get tips on keeping up your retirement investments every year.