Retirement Basics

Here you will find resources to help you make informed decisions about your retirement. You can discover what types of retirement plans are available to you, create a monthly budget, and more! Simply click ‘view page’ to be directed to the resource.

Resources

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  • Retirement Personality Quiz

    Take the Retirement Personality Profiler Quiz to determine if you are a planner, saver, struggler, impulsive or a denier.

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  • Estimate Monthly Expenses

    This interactive worksheet will help you estimate your monthly expenses in retirement.

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  • Retirement Plan Withdrawal

    The IRS provides answers to frequently asked questions (FAQ’s) relating to withdrawal from retirement plans.

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  • Money over 55

    Money Over 55 is a site designed to help individuals age 55 and older plan and manage their personal finances.

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  • Your Behaviors & Your Retirement

    Test yourself to see if you have behaviors that could ruin your retirement. “Curious Behaviors That Can Ruin Your Retirement” is an interactive program on behavioral impediments to retirement planning.

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  • Search for Benefits

    BenefitsCheckUp® is a comprehensive, free online tool that connects older adults with benefits they may qualify for.

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  • Finance & Legal Help

    A collection of legal and finance resources for retirement.

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  • Retirement Personality Quiz

    Take the Retirement Personality Profiler Quiz to determine if you are a planner, saver, struggler, impulsive or a denier.

    Print Friendly
    View Page 1 Star2 Stars3 Stars4 Stars5 Stars (5 votes, average: 4.40 out of 5)
    Loading...
  • Estimate Monthly Expenses

    This interactive worksheet will help you estimate your monthly expenses in retirement.

    Print Friendly
    View Page 1 Star2 Stars3 Stars4 Stars5 Stars (3 votes, average: 4.00 out of 5)
    Loading...
  • Retirement Plan Withdrawal

    The IRS provides answers to frequently asked questions (FAQ’s) relating to withdrawal from retirement plans.

    Print Friendly
    View Page 1 Star2 Stars3 Stars4 Stars5 Stars (1 votes, average: 5.00 out of 5)
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  • Money over 55

    Money Over 55 is a site designed to help individuals age 55 and older plan and manage their personal finances.

    Print Friendly
    View Page 1 Star2 Stars3 Stars4 Stars5 Stars (2 votes, average: 4.00 out of 5)
    Loading...
  • Your Behaviors & Your Retirement

    Test yourself to see if you have behaviors that could ruin your retirement. “Curious Behaviors That Can Ruin Your Retirement” is an interactive program on behavioral impediments to retirement planning.

    Print Friendly
    View Page 1 Star2 Stars3 Stars4 Stars5 Stars (1 votes, average: 4.00 out of 5)
    Loading...
  • Search for Benefits

    BenefitsCheckUp® is a comprehensive, free online tool that connects older adults with benefits they may qualify for.

    Print Friendly
    View Page 1 Star2 Stars3 Stars4 Stars5 Stars (3 votes, average: 3.67 out of 5)
    Loading...
  • Finance & Legal Help

    A collection of legal and finance resources for retirement.

    Print Friendly
    View Page 1 Star2 Stars3 Stars4 Stars5 Stars (1 votes, average: 5.00 out of 5)
    Loading...