Retirement Planning
August 29, 2009 by admin
- A Special Guide for Seniors and Families – Special information pertaining entirely to seniors’ issues such as retirement strategies; how to avoid fraud; and annuity investing.
- Apply Online for Social Security Benefits – Apply for retirement or spouse’s benefits, disability benefits, check the status of your application, and more.
- Calculate Your Benefits – The Retirement Estimator provides immediate and personalized benefit estimates online to help people plan for retirement.
- Factors that May Affect Retirement Benefits – Information and applications that will help you decide how much you should be saving monthly for retirement.
- Financial Security in Later Life – Help people improve personal finance behaviors leading to financial security in later life, enhance the capacity of local educators and their partners to deliver effective programs, and increase economic vitality and quality of life for families and communities.
- Find Out if You Qualify for Social Security – Find out if you are eligible for Social Security benefits
- Find Your Retirement Age – This information will help you to know what your full retirement age is and your benefits as early as age 62.
- IRS Guidelines on IRAs – For using in preparing tax returns.
- Living Trust Offers: How to Make Sure They’re Trust-worthy – Defines key terms of estate planning. Questions to ask and steps to take before signing any papers to create a will, a living trust, or any other kind of trust.
- Meeting Your Fiduciary Responsibilities – It helps employers who sponsor retirement plans understand the basic rules and standards of conduct required for those who manage the plan and the plan’s assets.
- Plan Your Retirement – How the Social Security Retirement Planner can help you.
- Savings Fitness – A Guide to Your Money and Your Financial Future.
- Protecting Your Pension & Health Benefits after Job Loss – Provides information on the laws that protect your benefits when facing job loss and where you can go for further information.
- SEP Retirement Plans for Small Business – Highlights the advantages of a Simplified Employee Pension (SEP) plan and how to set up and operate this type of plan.
- Simple IRA Plans for Small – Highlights the advantages of a SIMPLE IRA plan and how to set up and operate this type of plan.
- Social Security Benefits Calculators – The Retirement Estimator allows users to compare different retirement options by changing their “stop work” dates or expected future earnings.
- Social Security Information for Women – Information that will benefit women from the Social Security program in several ways .
- Social Security Statement – A concise, easy-to-read personal record of the earnings on which you have paid Social Security taxes during your working years and a summary of the estimated benefits you and your family may receive as a result of those earnings.
- Step-by-Step Retirement Planner – A step-by-step guide through the retirement process.
- Taking the Mystery out of Retirement Planning – Information to assist individuals who are within 10 years of retirement to calculate their income, savings and likely expenses in retirement to get a better idea of whether they are on track or how much they might need to save.
- Tax Information for Plan Participants
- Thrift Savings Plan for Federal Employees Calculators – Estimate the future growth of your Thrift Savings Plan account and your future contributions.
- Top 10 Ways to Prepare for Retirement – Basic steps to help you get started saving for retirement.
- Understanding Retirement Fees and Expenses – Provides a simplified explanation of plan and investment fees.
- What You Should Know About Your Retirement Plan – Helps you understand your plan and explains what information you should review periodically and where to go for help with questions.
- Women and Retirement Savings – Highlights some of the issues women face in saving for retirement and provides tips to get started.