Books
Download these Booklets on important retirement topics to get a basic understanding of concepts and tools that you can integrate into your own customized retirement strategy.
Articles: Annuities
Learn more about different types of annuities, including specific features that can affect your payout, how women can use annuities to set up a more secure retirement, and how to decide where an annuity might fit into your retirement estate plan.
How a Woman Can Fund Her Own Retirement ~~~ It makes sense -- and can bring real peace of mind -- for a woman to manage her own retirement plan. Women do so much for [...]
Articles: Social Security
Get an overview of how the Social Security program works and the risks of it defaulting on future payments to retirees. Weigh the pros and cons involved in claiming your benefits at different ages. See how health care costs could take a big chunk of your Social Security income later in life.
Articles: Life Insurance
Understand the key features of a life insurance policy. Learn about the types of life insurance and how they can help you achieve your financial goals in different phases of life.
Articles: Financing Your Retirement
When should you retire? How much savings is enough? What can you do to ensure that you’ll have an income for the rest of your life? Don’t forget to include inflation in your planning. Women can take steps now to avoid financial insecurity later in life.
Planning for Retirement in a Slowing Economy ~~~ Being alert to economic slowdowns -- and shifting gears if needed -- can keep you on the path to meeting your retirement goals. When the pace of [...]
The New Gradual Retirement ~~~ Working a little (or a lot) after 60 may become the norm. Do we really want to retire at 65? Not according to the latest annual retirement survey from the [...]
Examining the Retirement Account Shortfall ~~~ Why aren’t we saving as much as we should? We know that qualified retirement plans and IRAs are prime long-range savings vehicles; we use them to accumulate assets and [...]
RMD Precautions And Options ~~~ A reminder about mandatory withdrawals from IRAs & other retirement plans. Just what is an RMD? Before 2020, the IRS required you to withdraw a specified amount of money in [...]
Articles: Tax Efficiency in Retirement
Brush up on when and how to prepare for tax day. Learn about tax-reducing credits and investment strategies. Explore tax consequences and potential uses of Required Minimum Distributions (RMDs).
Tax Issues in Early Distributions from Retirement Accounts There are times when people really need money – and in those times, a retirement account may seem like a conveniently liquid resource to tap. What’s the [...]
Easy Ways to Save Money on Your Next Tax Bill ~~~ If you have some spare cash available at the end of the year, consider investing in tax savings. Regardless of the current season, everyone [...]
Which Financial Documents Should You Keep On File? ~~~ You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall [...]
What "1031 exchanges" are, and how they work ~~~ A 1031 exchange, as described in section 1031 of the IRS Code, is an effective way for a real estate investor to defer capital gains taxes [...]
Articles: Estate Planning
Learn how to set up your estate plan and put in place strategies for minimizing probate and also conflicts between your heirs. Do a deeper dive into living trusts and beneficiary designation.
Calculators
From estimating how much to set aside each month, how long your projected nest egg will last you, what to expect from the effects of inflation as well as predictions for your Social Security income – these calculators can help!