Choosing a Financial Professional
Have you wondered if you should use a financial professional to help you with your finances? This series will help you think
through what type of financial professional would be right for you, and provide you with resources to ask informed questions.
Use this easy-to-read table to compare Traditional IRAs and Roth IRAs.
Well, Retire Well: Your how-to guide
This website could be your how-to guide for retirement planning.
Learn about investments and how to save money through tax-deferred retirement
plans. Use interactive tools to help evaluate your current money situation
and set goals for the future.
Planning for "What If...?"
With these fact sheets you will learn about tools (such as estate planning) you can use to aid you and your family in the event of disability, incapacity, and death, or marriage, remarriage, and divorce.
Distributions from Tax-Deferred Retirement Savings Plans
Putting money into an employer's retirement plan is just the first step
toward financial security in retirement. How you withdraw the money
also requires careful decision making. This fact sheet (in PDF format)
will help you plan how manage your tax-deferred retirement savings plans. Revised in 2007.
Retirement Planning Checklist
Your Retirement Planning Checklist provides a systematic approach to
retirement planning. The eight checklists are organizing tools and reminders
that will help you stay on track as you develop your retirement plan
and update it over the years. These checklists are available for purchase.