{"id":34485,"date":"2023-11-24T06:06:19","date_gmt":"2023-11-24T06:06:19","guid":{"rendered":"https:\/\/www.process.st\/templates\/retirement-planning-process\/"},"modified":"2024-03-05T15:34:06","modified_gmt":"2024-03-05T15:34:06","slug":"retirement-planning-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/retirement-planning-process\/","title":{"rendered":"Retirement Planning Process"},"content":{"rendered":"\n<section id=\"determine-retirement-goals\"> \n <h2>Determine Retirement Goals<\/h2>\n <div class=\"text-content\">\n   In this task, you will identify and define your retirement goals. Consider questions like what age do you want to retire, what lifestyle do you want to maintain, and what activities or hobbies do you want to pursue during retirement? By determining your retirement goals, you can create a plan that aligns with your aspirations and helps you achieve the desired financial security in retirement. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Retirement Age <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Lifestyle in Retirement <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Activities or Hobbies <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Traveling \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Gardening \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Volunteering \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Pursuing Higher Education \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Starting a Business \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"calculate-current-income-and-expenses\"> \n <h2>Calculate Current Income and Expenses<\/h2>\n <div class=\"text-content\">\n   In this task, you will calculate your current income and expenses. Determine your total monthly income, including salary, investments, and any other sources. Identify and list all your monthly expenses, such as housing, transportation, food, utilities, healthcare, and entertainment. This analysis will provide a clear overview of your financial situation and help you make informed decisions for retirement planning. \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Total Monthly Income <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Monthly Expenses <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"evaluate-current-retirement-savings\"> \n <h2>Evaluate Current Retirement Savings<\/h2>\n <div class=\"text-content\">\n   In this task, you will evaluate your current retirement savings. Determine the amount you have saved in retirement accounts, such as 401(k), IRA, or pension plans. Consider the growth of these savings over time and any contributions you plan to make before retirement. Evaluating your current retirement savings will help you understand your financial foundation and determine how much more you need to save to meet your retirement goals. \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Current Retirement Savings <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"estimate-future-expenses-in-retirement\"> \n <h2>Estimate Future Expenses in Retirement<\/h2>\n <div class=\"text-content\">\n   In this task, you will estimate your future expenses in retirement. Consider factors like inflation, healthcare costs, and lifestyle changes. Determine the monthly expenses you expect to have during retirement. This estimation will give you an idea of the income you will need to sustain your desired lifestyle and accommodate any unforeseen circumstances. \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Estimated Monthly Expenses in Retirement <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"determine-life-expectancy\"> \n <h2>Determine Life Expectancy<\/h2>\n <div class=\"text-content\">\n   In this task, you will determine your life expectancy. Consider factors like your overall health, family history, and lifestyle choices. Knowing your life expectancy will help you make informed decisions about the duration of your retirement planning and ensure that your savings last for the entirety of your retirement years. \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Estimated Life Expectancy <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"calculate-needed-retirement-savings\"> \n <h2>Calculate Needed Retirement Savings<\/h2>\n <div class=\"text-content\">\n   In this task, you will calculate the needed retirement savings. Taking into account your retirement goals, future expenses, and life expectancy, determine the amount of savings required to achieve a comfortable retirement. This calculation will serve as a benchmark to guide your savings and investment strategies. \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Needed Retirement Savings <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-retirement-savings-calculation\"> \n <h2>Approval: Retirement Savings Calculation<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Calculate Current Income and Expenses<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Evaluate Current Retirement Savings<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"design-a-saving-and-investment-plan\"> \n <h2>Design a Saving and Investment Plan<\/h2>\n <div class=\"text-content\">\n   In this task, you will design a saving and investment plan. Consider your risk tolerance, investment knowledge, and time horizon. Develop a comprehensive strategy to maximize your savings and achieve your retirement goals. Ensure the plan aligns with your desired lifestyle and provides the necessary financial security. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Risk Tolerance <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Investment Knowledge <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Beginner \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Intermediate \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Advanced \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Expert \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      None \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Time Horizon <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"discuss-investment-risks-and-rewards\"> \n <h2>Discuss Investment Risks and Rewards<\/h2>\n <div class=\"text-content\">\n   In this task, you will discuss investment risks and rewards. Understand the potential risks associated with your chosen investment options and weigh them against the potential rewards. Seek professional advice if needed and make informed decisions to optimize your investment portfolio for retirement planning. \n <\/div> \n<\/section> \n<section id=\"choose-appropriate-investment-products\"> \n <h2>Choose Appropriate Investment Products<\/h2>\n <div class=\"text-content\">\n   In this task, you will choose appropriate investment products. Based on your saving and investment plan, evaluate different investment products available, such as stocks, bonds, mutual funds, or real estate. Consider their risks, potential returns, and alignment with your retirement goals. Select the products that best suit your financial situation and risk tolerance. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Investment Products <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Stocks \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Bonds \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Mutual Funds \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Real Estate \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Index Funds \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"implement-investment-plan\"> \n <h2>Implement Investment Plan<\/h2>\n <div class=\"text-content\">\n   In this task, you will implement your investment plan. Take the necessary steps to open investment accounts, transfer funds, and allocate your assets according to your saving and investment plan. Ensure you follow proper procedures and seek professional advice if required. \n <\/div> \n<\/section> \n<section id=\"review-insurance-needs\"> \n <h2>Review Insurance Needs<\/h2>\n <div class=\"text-content\">\n   In this task, you will review your insurance needs. Evaluate your current insurance coverage for health, life, and long-term care. Consider any gaps in coverage and determine if additional insurance policies are required for comprehensive retirement planning. Make necessary adjustments to your insurance plans to protect yourself and your loved ones. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Insurance Policies <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Health Insurance \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Life Insurance \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Long-Term Care Insurance \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Disability Insurance \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Homeowners Insurance \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"evaluate-estate-planning-needs\"> \n <h2>Evaluate Estate Planning Needs<\/h2>\n <div class=\"text-content\">\n   In this task, you will evaluate your estate planning needs. Consider factors like wills, trusts, and power of attorney. Determine if you need to establish or update any estate planning documents to ensure the smooth transfer of assets and the protection of your wishes in case of incapacity or death. Seek legal advice for complex estate planning matters. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Estate Planning Documents <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-investment-plan\"> \n <h2>Approval: Investment Plan<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Design a Saving and Investment Plan<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Discuss Investment Risks and Rewards<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Choose Appropriate Investment Products<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Implement Investment Plan<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"readjust-plan-regularly\"> \n <h2>Readjust Plan Regularly<\/h2>\n <div class=\"text-content\">\n   In this task, you will readjust your retirement plan regularly. Review your retirement goals, savings, investments, and overall financial situation periodically. Make necessary adjustments to your plan based on changes in your life circumstances, market conditions, or financial goals. Regular plan readjustments will help you stay on track and make the most effective financial decisions for retirement. \n <\/div> \n<\/section> \n<section id=\"create-an-emergency-fund-plan\"> \n <h2>Create an Emergency Fund Plan<\/h2>\n <div class=\"text-content\">\n   In this task, you will create an emergency fund plan. Determine the amount you need to set aside for unforeseen emergencies, such as medical expenses, job loss, or home repairs. Establish a savings plan to gradually build your emergency fund and ensure financial stability during unexpected situations. \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Emergency Fund Amount <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"ensure-diversification-in-investment-portfolio\"> \n <h2>Ensure Diversification in Investment Portfolio<\/h2>\n <div class=\"text-content\">\n   In this task, you will ensure diversification in your investment portfolio. Consider investing in a variety of asset classes, industries, and geographical regions to minimize risk and maximize returns. Analyze your investment portfolio and make adjustments to maintain a balanced and diversified approach. \n <\/div> \n<\/section> \n<section id=\"consider-annuities-if-appropriate\"> \n <h2>Consider Annuities if Appropriate<\/h2>\n <div class=\"text-content\">\n   In this task, you will consider annuities if appropriate. Evaluate the potential benefits of annuities for your retirement plan, such as guaranteed income streams or tax advantages. Understand the different types of annuities available and their suitability based on your financial goals and risk tolerance. Consult with a financial advisor to determine if annuities align with your retirement strategy. \n <\/div> \n<\/section> \n<section id=\"monitor-retirement-plan-progress\"> \n <h2>Monitor Retirement Plan Progress<\/h2>\n <div class=\"text-content\">\n   In this task, you will monitor the progress of your retirement plan. Regularly review your retirement savings, investment performance, and overall financial health. Track the achievement of your retirement goals and make necessary adjustments to stay on track. Monitoring your retirement plan progress will help you make informed decisions and ensure you are on the right path towards a secure retirement. \n <\/div> \n<\/section> \n<section id=\"approval-retirement-plan-progress\"> \n <h2>Approval: Retirement Plan Progress<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Monitor Retirement Plan Progress<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Determine Retirement Goals In this task, you will identify and define your retirement goals. Consider questions like what age do you want to retire, what lifestyle do you want to maintain, and what activities or hobbies do you want to pursue during retirement? By determining your retirement goals, you can create a plan that aligns [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcc5","cover_icon_url":"","tasks_count":"20","template_description":"","template_id":"kc_RTAglU3ztoF9nT_NOsA","task_0":"Determine Retirement Goals","task_slug_0":"determine-retirement-goals","task_1":"Calculate Current Income and Expenses","task_slug_1":"calculate-current-income-and-expenses","task_2":"Evaluate Current Retirement Savings","task_slug_2":"evaluate-current-retirement-savings","task_3":"Estimate Future Expenses in Retirement","task_slug_3":"estimate-future-expenses-in-retirement","task_4":"Determine Life Expectancy","task_slug_4":"determine-life-expectancy","task_5":"Calculate Needed Retirement 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