Estimate your benefit amount, determine when to apply, and explore other factors that may affect your retirement planning. Learn how to time your application so your first benefit payment arrives when you want it.
Use USAGov's benefit finder tool to find retirement benefits that may help with living expenses, health care, medications, and more. If you are a federal employee, visit the OPM Retirement Center to learn about federal retirement benefits and resources. You may have access to retirement planning tools through your 401k or IRA.
Get tax information for retirement plans: required minimum distribution, contribution limits, plan types and reporting requirements for plan administrators.
Estimate your benefit amount, determine when to apply, and explore other factors that may affect your retirement planning.
A retirement budget compares expected income with planned expenses to see whether spending fits within available income. This process begins by listing income sources and savings and estimating how ...
Higher retirement plan contribution levels, lower ‘safe’ withdrawal rates, changes to Social Security benefits, and more. Dziubinski: Christine, let’s start by talking about people who are still ...
The Motley Fool: Planning for Retirement? Here's How to Estimate Your Expenses More Accurately
It's important to understand how you plan to spend the money you've worked hard to save. Two expenses are easy to overlook while planning for retirement: healthcare and taxes. Flexibility is key. No ...
Corporate America excels at preparing employees financially for retirement. The 401(k) plan, investment advice and retirement calculators are standard fare in employee benefits packages. Yet beneath ...
Christine Benz is director of personal finance and retirement planning for Morningstar. She is also the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Email ...