AAII Houston June 26, 2021 Webinar Meeting

Two Presentations on Retirement Calculators

Overview of Retirement Calculators 

by Ben Klein, Member, AAII Houston Chapter

While working, we’re focused on accumulating wealth for retirement but may not have an idea of the amount that will be needed to meet our retirement goals. This amount and how it will be withdrawn and spent will have a major impact on our retirement lives and goals. Retirement calculators are tools that can help identify these financial requirements and options for how its decumulation can be accomplished. There are many retirement calculators. They come in many forms, operate on many platforms and differ widely in ease of use, complexity and precision. This presentation will provide a quick overview of a few of these calculators, their different attributes and features

Three lessons from this presentation which could be applied to your portfolio include:

  • About the types of retirement calculators
  • What the costs are for retirement calculators
  • The ease of use and precision retirement calculators can offer.

Ben Klein is a member of the Houston Chapter of AAII. He retired after 41 years of designing and managing IT financial applications and IT systems, in addition to network and internet security.

Demonstration of NewRetirement 

by Michelle Dash, Director of Customer Experience, NewRetirement

NewRetirement gives you powerful technology for setting goals, taking control, making better decisions and staying on track. Build a personalized financial plan with your goals, priorities, values and resources. Explore scenarios for decumulation, relocation, Roth conversions, Social Security claiming, gifting, spending, long-term care, medical expenses and saving tax-efficiently. Learn more in this demonstration.

Three lessons from this presentation which could be applied to your portfolio include:

  • How to create a retirement plan with state-level tax projections
  • How to explore personalized scenarios for your future
  • Where to find annual projections for cash flow, savings, withdrawals and taxes.

Michelle Dash is the director of customer experience at NewRetirement. She manages customer support, education and services to help people prepare for financial independence and make smarter choices for retirement. She also works with partners and the community to broaden the reach of financial education. She has a B.A. in psychology from the University of Michigan, an M.S. in human-computer interaction from DePaul University and a certificate of financial planning from Northwestern University.

Meeting Detail
Date and Time:  
Saturday, June 26, 2021
10:00 am Retirement Calculators
10:45 am Q&A
11:00 am Demonstration of NewRetirement Calculator
11:45 am Q&A

This FREE webinar will be live streamed to your computer or mobile device.

All meetings of the AAII Houston Chapter will be online until further notice. AAII rules and the status of the coronavirus pandemic in the Houston area will determine when in-person chapter meetings can again take place. 

Register in advance for this meeting: 

After registering, you will receive a confirmation email containing information about joining the webinar.

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