Planning
Showing 30 results of 480
Fidelity Retirement Planning Tool: High-Level Model, Not Tactical
Dec 30 2022
Fidelity's retirement planning tool shows how much leeway you have and what moves the needle. It isn't designed to give year-by-year tactical guidance....
thefinancebuff.com
5 Reasons You’ll Change Your Retirement Plan | Kiplinger
Dec 29 2022
A retirement plan is all about your needs, financial expert Jacob Schroeder says, so you should plan to adjust as your life changes, as it inevitably will....
kiplinger.com
Big RMD Changes and 11 Other Retirement Planning Headlines from SECURE 2.0 and the Omnibus Spending Bill
Dec 22 2022
It has been said that nothing happens in Washington. However, if all goes according to plan, the Omnibus Spending Bill will pass with lots of sweeping legislation, including big changes almost immedia...
newretirement.com
5 Important Factors To Consider When Planning For Retirement
Dec 19 2022
When you’re planning your retirement, it’s important to consider both the financial and nonfinancial aspects of this important life stage....
forbes.com
Choosing the Best Retirement Plan for You
Dec 16 2022
With so many types of retirement plans out there, finding the right one for you might be confusing. Use our guide to understand which retirement plan is best for you....
fool.com
These Are the Top 10 Mistakes People Make When Planning for Retirement
Dec 15 2022
We all make mistakes in planning for our golden years. But which are the worst, which are the most common, and which ones do we all need to watch out for?...
marketwatch.com
403b vs. 457: What's the Difference? | Personal Capital
Dec 05 2022
Understand the difference between the two types of retirement plans available for public sector and non-profit workers....
personalcapital.com
Definitive Guide for Deciding When To Retire | Personal Capital
Nov 17 2022
Planning for retirement can be exciting and a bit overwhelming. Discover the seven factors you need to consider for determining when to retire....
personalcapital.com
Types of Retirement Plans for Individuals in 2023 | Personal Capital
Nov 10 2022
Retirement planning can be exciting, but for many, the actual savings part can feel overwhelming. Learn about the different types of retirement plans here....
personalcapital.com
Instant Poll: Spousal Compatibility on Retirement Plans
Oct 25 2022
October 26, 2022 – The topic of spousal compatibility around retirement planning is an intriguing topic. We are not talking about how you and your spouse or partner get along day to day, but mor...
topretirements.com
Bigger Isn’t Always Better When It Comes to Financial Advice
Oct 24 2022
Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions....
kiplinger.com
In This Open Enrollment Period, Which Plan Is Better – Medicare + Medigap, or Medicare Advantage?
Oct 17 2022
October 17, 2022 – Medicare’s Open Enrollment Period just started on the 15th, and runs through Dec. 7. In case you forgot to enroll in Medicare when you first became eligible, now is when...
topretirements.com
Hurricane Ian Changes Plans for Snowbirds and Year Rounders
Oct 03 2022
October 4, 2022 — The loss of human life and billions of dollars in property damage from last week’s Hurricane is tragic. The storm also brought concerns for snowbirds – will their r...
topretirements.com
How to Plan for an Early Retirement
Sep 30 2022
Hint: It’s a little different than the usual retirement planning. When you want to retire early, there are a few extra considerations you need to think through....
kiplinger.com
The ultimate retirement planning guide for 2022
Sep 20 2022
On the surface, retirement planning hasn’t changed all that much over the years. You work, you save and then you retire....
cnbc.com
5 Steps to Retirement Planning in 2022
Sep 01 2022
In five short steps, we'll teach you how to build, grow and manage your retirement money....
nerdwallet.com
Retirement Calculator: How Much Money Will You Have For Retirement?
Jul 08 2022
Planning for retirement takes time and focus to get right. The sooner you start making a retirement plan, the more money you can save and invest for the long term. Use Forbes Advisor’s retirement ca...
forbes.com
16 Retirement Numbers You Need to Know for a Secure Future
Apr 20 2022
How to make sense of retirement planning? Here is your guide to the 16 retirement numbers that are most important for a secure future....
newretirement.com
Retirement Plans for the Self-Employed | Personal Capital
Mar 31 2022
One of the best ways to save for retirement is through your employer. But what if you are your own boss? We've outlined four plans to help you save....
personalcapital.com
Planning for Retirement Healthcare Costs - Eggstack
Feb 27 2022
A good understanding of Medicare is needed in order to plan for retirement healthcare costs. Medicare premiums, copays, and deductibles consume the majority of the typical retirement healthcare budget...
eggstack.com
6 Key Types of Retirement Plans
Jan 22 2022
Want to know more about retirement planning? Discover the different types of retirement plans and their tax advantages that help you save....
americanexpress.com
Do you like the 4% rule used for retirement planning?
Jan 16 2022
The 4% rule got entrenched in the conventional wisdom of financial planning (institutional as well as personal), despite come criticism...
quora.com
Retirement Planning Mistakes to Avoid | Personal Capital
Nov 16 2021
The most common retirement planning mistakes that people make begin well before retirement. Learn what they are and positive steps you can take to avoid them....
personalcapital.com
Retirement Income Planning Strategies | Personal Capital
Sep 01 2021
Your primary objective is to ensure your retirement assets last for as long as you live. Here are a few strategies for accomplishing this....
personalcapital.com
Bogleheads® retirement planning start-up kit
Feb 07 2021
The first step of preparing for retirement is to do some research. There is more to retirement planning than managing stocks and bonds....
bogleheads.org
529 Plan For High School Seniors and Students Already in College
Dec 17 2020
When you child gets close to going to college, consider investing your 529 plan account in CDs or a stable value fund. Only some 529 plans offer them....
thefinancebuff.com
Retirement Rules of Thumb - Eggstack
Sep 12 2018
In today’s episode of eggstack, we examine retirement rules of thumb. Who knew retirement planning was so easy you could do it with a rule of thumb? Continue reading...
eggstack.com
What Will You Do In Retirement?
Apr 23 2017
Last week Mike wrote to ask me for a quick answer to the question, “What are you going to do when you retire?” Mike plans to retire in three months. I often receive the related question, “What d...
kathysretirementblog.com
Mega Backdoor Roth: Convert Within Plan or Out to Roth IRA?
Apr 26 2016
When your 401k-type plan allows non-Roth after-tax contributions, you can take the money out to a Roth IRA or convert to Roth within the plan. Either way works....
thefinancebuff.com
8 Reasons To Be Confident In Your Retirement “The Number”
Jun 29 2015
The one question most readers have been sending me has to do with The Number. I write those words with capital letters in homage to the financial planning book by Lee Eisenberg of the same name and ...
mrfirestation.com
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About Planning
Retirement planning is the process of determining how much you will need to save and invest in order to have enough money to live on during retirement. It involves setting goals, analyzing your current financial situation, and making a plan to help you reach your retirement goals.
Here are some steps you can take to start planning for retirement:
Determine your retirement goals: Consider how much you will need to live on during retirement, where you want to live, and what you want to do in retirement.
Calculate how much you will need to save: Use online retirement calculators or speak with a financial planner to determine how much you will need to save to reach your retirement goals.
Start saving and investing: Contribute to a retirement account, such as a 401(k) or IRA, and consider speaking with a financial advisor about the best investment options for you.
Review and adjust your plan regularly: As your financial situation and retirement goals change, be sure to review and adjust your retirement plan accordingly.
It's never too early to start planning for retirement. The sooner you start saving and investing, the more time your money has to grow and the more prepared you will be for retirement.