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Learn... Plan... Save... Millions

Steps to Build Plan
  Step 1 - Define goal
  Step 2 - Gather data
  Step 3 - Get educated
  Step 4 - Assess situation
  Step 5 - Develop plan
  Step 6 - Make changes
  Step 7 - Get help
Tools
  Retirement Calculator (Html)
  Life Expectancy Calculator (Html)
  Retirement planner (MSNMoney calculator)
  Retirement planner (MSNBC calculator)
  CNNMoney's Asset Allocation Wizard
Investment Plans
  Employer Plans
  Pensions
  401(k)
  403(b)
  Roth 401(k)/403(b)
  457(b)
  Keogh
  Simple IRA
  SARSEP-IRA
  SEP-IRA
  Federal Plans
  Military Retirement
  CSRS/FERS Plans
  TSP
  Other Investments
  Personal IRA
  Annuities
  Stocks
  Bonds
  Mutual Funds
Gather the necessary data

Now that you have defined your retirement goal, it is time to gather the information you will need to develop your plan. In addition to your budget, you will need all of your current retirement and investment plan statements. These will include information on:

  • pensions
  • 401(k)/403(b)/457(b)
  • thrift savings plans
  • personal IRAs
  • Employer IRAs (Keogh, Simple IRA, SEP/SARSEP)
  • stocks
  • bonds
  • mutual funds
  • annuities
  • Social Security Benefits
  • other savings or investments

It is imperative that you gather the most recent financial information that you have for all of the retirement investments that are applicable for your situation. The ability to develop a sound, comprehensive retirement plan will depend greatly on the availability and accuracy of this data.

Step Three - Get Educated

Most Recent Articles
  Digging out (organize your paperwork)
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