Budgeting & Financial Planning for Retirement

Social (In)Security

For many people, age 65 isn't a defining Social Security event. Understanding your life expectancy can help you make informed decisions about retirement in general and social security in particular.

Pension Perils

Your company’s payout options can be highly confusing, so take the time to look at Understanding Your Pension Options and What's Right for You and One Lump or Many for clarification.

Savings & Investments

CNN/Money's Planning for Retirement offers several lessons on how to build your savings.

Here are ten important questions to ask if you're interviewing financial planners. 

MRDs

Current law requires that once you reach age 70 ½ if you must begin making taxable withdrawals from many retirement plans or suffer substantial penalties.

Use this calculator to determine your minimum required distribution or MRD. Read more about MRDs.

Budgeting

CNN's best places to retire will be of interest if you want to relocate after retirement.

Retirement calculators make it easy to look at various pre- and post-retirement budgeting scenarios.

Staying Solvent makes your retirement money last a lifetime.