Early Retirement - 5 Questions You Need to Answer Before Taking the "Package"

"Retirement has killed more people than hardinsurance coverage. Your best options maybe an
work ever will"- A Wise Manindividual medical policy or possibly coverage
It is not surprising these days to hear aboutthrough your spouse's employment.
persons' being offered and receiving early2. You maybe able to continue your life insurance
retirement packages from employers. This is justcoverage but this is usually very limited and and
one of a number of restructuring and downsizingagain you could be responsible for the cost. If
method used by the corporate world to cut cost.your employer doesn't offer life insurance, then
And most recently you saw it used in theit's important that you get your own coverage.
restructuring exercise of the Royal BahamasWhat about my pension?
Police Force.If your company has a pension plan, you usually
So whether you are a part of the private orcan't start drawing from that pension until you
government sector it is something you had betterreach a certain age but the good thing about this
get used to it. And that is why it is so importantis the longer you wait, the more your monthly
that you- fully understand what you are gettingbenefit check will be. But you should discuss all of
before accepting an "Early Retirement" packageyour options and entitlements with your
There is no question that these packages can becompany's plan administrator or human resources
quite attractive, and that is the intent of thedepartment.
employer to make it as attractive as possibleWhat about National Insurance?
from a cash in hand prospective but it may or
may not be a good choice for you. Hopefully,1. It is important to note that early retirement
once you are done reading you will bebenefit payment from National Insurance does not
empowered to look carefully at what you arestart until age 60. So if you retire earlier than age
getting before accepting, even if you don't have60 you will have to wait for this benefit.
an option to refuse the 'package'.2. Also, if you rejoin the work force after age 60
So what is this all about?your weekly salary must be less than $200.00 or
An early retirement package is an offer ofmonthly $866.67 to continue to receive National
money in return for you retiring at an earlier timeInsurance benefits.
than you had planned. Most companies include aWhat am I going to do?
severance pay based on your annual salary andApart from all the money issues I feel this is the
your years of service. An early retirementmost important question you will have to answer.
package might also include benefits such as healthYou may have been working for 30-40 year now
insurance or life insurance.that all coming to an end so what are you going
Can I afford to this change?to do. Believe it or not "Retirement has killed
To answer this question, you must have a clearmore people than hard work ever will." That's
picture of your current financial situation, yourwhy it's so important that you know what you
family's needs, and whether or not you haveare going to do.
enough money to continue living the lifestyle youYou may not have realized it but besides
are accustomed too for the years of earlyproviding you with financial stability work also
retirement. If you had planned to retire at age 65provided four other benefits:
and you are now retiring at age 55, will you have
enough money to support you for the additional1. an opportunity for you to socialize
10 years? Four steps you can take to prepare2. a structured and scheduled environment
financially and make the transition less traumatic3. status or sense of importance
are:4. a sense of utility
Now that you will no longer be at work you must
1. Eliminate any major debts including mortgagefind activities to involve yourself in that would
and car paymentsprovide these benefits.
2. Create a peace of mind account to deal withYou can expect that With the current economic
any emergenciesconditions that companies will continue to
3. Reduce or eliminate your credit card debtdownsize and as a result offer early retirement
4. And practice living on less than you earn.packages. So start planning now before it happens
Do I have appropriate protection?to you. A helpful resource to help you plan is
"Strategies for Achieving A Comfortable
1. Your employers may include health insurance inRetirement-Your" workbook.
your early retirement package but most don't."Retirement is the most expensive purchase you
And even if it is included you may have to paywill ever make and it's the one thing you won't be
the cost. And the cost may force you to getable to borrow money for" - A Wise Man
your own coverage. So you need to ensure thatCopyright © 2009 - Glenn S.
you and your family have adequate medical