Learn About Investing

When I'm 65 Action Guides

The When I’m 65 program has developed a set of three retirement action guides that can help you plan for your long term financial independence. The three guides are designed to help people ages 25–70 and at various life stages prepare for a financially secure retirement. The guides explore critical steps individuals in each generation can take towards financial independence. The free action guides are part of the When I’m 65 community engagement program.

Starting to Save for Your Retirement
4-step action guide to help you fund a future 'paycheck'

Action Guide

Starting to Save for Your Retirement
5-step action guide to help you boost your future 'paycheck'

Action Guide

Starting to Save for Your Retirement
6-step action guide to help you secure your future 'paycheck'

Action Guide

Seven Investor Education Booklets and Trifolds

IPT worked with Kiplinger's Washington Editors to draft seven investor education booklets as part of IPT’s investor education and protection programs in public libraries. The booklets are designed for the beginning and intermediate investor, as well as the long-term investor who never learned the basics. Each booklet includes a glossary of terms used in the booklet and information on the role of State Securities Regulators and how to contact your Regulator. Each booklet has a complementary trifold brochure that summarizes its booklet. The trifolds are designed to be printed as 11 x 17 documents and folded to number 10 envelope size.

Five Keys to Investing Success
Make investing a habit
Set exciting goals
Don't take unnecessary risks
Keep time on your side
Diversify

Booklet

Trifold

The Basics for Investing in Stocks
Different flavors of stocks
The importance of diversification
How to pick and purchase stocks
Key measures of value and finding growth
When to sell
What's your return?
Consider mutual funds

Booklet

Trifold

A Primer for Investing in Bonds
How do bonds work, anyway?
How much does a bond really pay?
How to reduce the risks in bonds
Going the mutual fund route

Booklet

Trifold

Mutual Funds and ETFs: Maybe All You'll Ever Need
Mutual funds: The best investment
The different types of funds
How to choose funds and assemble a portfolio
Sources of mutual fund information
Where to buy funds

Booklet

Trifold

Getting Help With Your Investments
Do you need a financial adviser?
Who's who among financial advisers?
How to choose an advisor
5 questions to ask before you hire an adviser
How to open an account
What can go wrong
How to complain

Booklet

Trifold

Maximize Your Retirement Investments
Three key rules
Creating the right investment mix
Guidelines for saving at every life stage
Investing on target
Best places to save
Getting the money out
Creating an income stream
Protect your money: Check out a broker or adviser

Booklet

Trifold

Where to Invest Your College Money
The basics of investing for college
Investing in a 529 plan
Locking in tuition with a prepaid plan
Other tax-favored ways to save
Tax credits for higher education
Save in your child's name?

Booklet

Trifold