A unit trust fund is a professionally managed investment scheme that pools investors money for a specific goal as declared by the investment objective of the scheme. It aims to match selected performance benchmark through interest income, dividend income and capital appreciation in the medium to long term by investing in a broadly diversified portfolio of shares, bonds and other relevant financial instruments.
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Tuesday, December 27, 2011

Preparing for retirement

Many of us in welcoming retirement do not plan or think about retirement planning, assumming that EPF savings will be sufficient to support us.  However some had to seek re-employment or rely on their children. To ensure that this does not happen, its important to plan to be financially independent during your golden years.  Retirement planning involves a few steps to determine the required amount, how much you have now and how to match the difference. 

The crucial questions are:
  1. When you want to retire?
  2. How much do you need during retirement?
  3. How long do you need the money?
  4. How much is the total fund you need?
  5. How much assets you will have upon retirment?
  6. How to make up for the difference?
  7. What you should do now? 
You need to work out a comprehensive retirement planning taking into account your assets, debts, expenses, savings and other financial goals.  Seek the assistance of a qualified Financial Planner if you find it difficult to do it on your own.

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