Five Steps to Planning your Retirement

1. Q&A Check out your Social Security retirement benefits. Find out how to get an estimate of your benefits by reviewing our FAQs: Social Security retirement benefits.

2. Size up your pension benefits. Take measure of your benefits using our Pension Plan Review Checklist.

3. Estimate how much you need to save, use our Retirement Savings Calculator to help you make some projections.

4. Q&A Make the most of tax-favored retirement plans. Find out what you need to know about retirement plans by reviewing our Fast Facts, Quick Tips, and FAQs

5. Invest regularly and wisely. Brush up on investing basics by reviewing our Quick Tips: Smart Investing.


Financial Library:

Fast Facts:

Stock & bonds performance since 1926

Stock & bond mutual funds

Mutual fund expenses

Stocks

Bonds

Treasury securities

Treasury zero coupons

Series EE bonds

Municipal bonds

Deferred annuities


Quick Tips:

Smart investing

Smart stock & bond mutual fund strategies

Make the most of your 401(k)

If retirement is right around the corner


Q&A Frequently Asked Questions:

Social Security retirement benefits

401(k)s

Related websites:

The Social Security Administration - www.ssa.gov:

Educational brochures including: Retirement, Understanding Social Security, What Every Woman Should Know, Medicare, The Medicare Handbook, and Guide to Health Insurance for People with Medicare.


Retirement Plans, Benefits & Savings - www.dol.gov/dol/topic/retirement/index.htm:

Pension Plan information

U.S. Treasury - www.ustreas.gov:

Information about Series EE bonds including calculators to figure the value of your bonds and information about U.S. Treasury securities.


The U.S. Securities and Exchange Commission - www.sec.gov:

Educational brochures including: An Introduction to Mutual Funds, Invest Wisely, What Every Investor Should Know, Ask Questions, Form for Taking Notes.


The Investment Company Institute - www.ici.org:

Educational brochures including: Guide to Mutual Funds


The National Association of Insurance Commissioners - www.naic.org:

Educational brochures including: Guide to Long-term Care.