 Calendars |
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provides month-by-month suggestions and ideas to improve your financial life. |
shows the due dates for filing tax returns, reporting tax information and taking certain actions to obtain a tax benefit. |
Each Planning Aid listed below contains detailed information regarding a topic related to this particular Life Event.
Financial Calculators
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Retirement Planner Do you know what it will take to create a secure retirement? Use this interactive problem solver to help you create your retirement plan. |
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Cost of Delaying Savings This calculator helps show you how much postponing your retirement savings plan can really cost you. |
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Social Security Benefits Estimator Estimate how much money you'll receive from Social Security when you retire. |
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Traditional IRA Calculator An IRA can be an effective retirement tool. Contributing to a Traditional IRA can create a current tax deduction, plus it provides for tax deferred growth. |
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Required Minimum Distribution The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. |
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Roth IRA Calculator Creating a Roth IRA can make a big difference in your retirement savings. See how much more money you'll have at retirement with this Roth IRA calculator. |
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Roth IRA Transfer Evaluator The Roth IRA transfer calculator was designed to show you the effect of transferring a Traditional IRA into a Roth IRA. |
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Variable Annuity Calculator Contributing to a Variable Annuity creates long term tax deferred growth. See how a Variable Annuity might fit into your retirement plan. |
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Become A Millionaire What will it take to save one million dollars? Enter in your current savings plan and view graphically your financial results for each year until you retire! |
- American Association of Retired Persons - Plenty of good advice for the old and young alike.
- Retirement Planning and Improvement tips are accessible through the American Association of Retired Persons.
- SeniorCom - Comprehensive resources for seniors.
- Social Security Online - Useful facts from the government agency that will support you in your old age--or not.
- The Retirement Net - Places to live for retirees, from assisted living facilities to resorts for seniors.