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Complete the graphic organizer below by briefly explaining each source of income available during retirement.

Sources of Income during Retirement

Income Source: Explanation:

-Social security




-Personal savings




-Individual retirement account (IRA)




-401(k) investment

User Adam Szmyd
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Final answer:

Retirement income can come from multiple sources: Social Security, providing government checks after retirement; personal savings through various investments; Individual Retirement Accounts (IRAs) which are tax-advantaged; and 401(k) plans that are employer-sponsored, pre-tax savings vehicles.

Step-by-step explanation:

Sources of Income during Retirement

  • Social Security: A program that workers pay into to qualify for government checks after retirement. It is designed to provide a foundation of income that protects against poverty in old age. However, there is evidence that its existence may reduce the amount individuals save independently.
  • Personal savings: Includes money saved in savings accounts, investments in property, stocks, bonds, and other financial instruments. The goal is to generate income through interest, dividends, or capital gains.
  • Individual Retirement Account (IRA): A tax-advantaged investing tool that individuals use to earmark funds for retirement savings. There are several types of IRAs (Traditional, Roth, SEP, SIMPLE), each with specific rules regarding taxation and withdrawals.
  • 401(k) investment: A retirement savings plan offered by many employers that allows workers to save a portion of their paycheck before taxes are taken out. Investments are typically managed through a selection of funds, and the account grows tax-deferred until withdrawals begin at retirement.

User Nelson Reyes
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