Welcome to Plan ItTM: Retire Ready Toolkit! We hope you find the information and tools on this Web site helpful as you plan for a financially secure retirement.
Please visit this site often. We add new content each week and tell you on the front page in the lower right-hand corner—and here under “What’s New”—what’s recently been added.
Here’s what you’ll see this month...
- May 5 – Feature article: Is Retiring Abroad Right for You?
More Americans are saying “yes” to retiring abroad. But is it right for you? Examine your budget, do your homework, and follow the advice of those who live overseas. - May 12 – Audio: Help for the Small Business Owner
Does your small business need training, counseling, or contract assistance? Join Steve Preston, administrator, U.S. Small Business Administration, to learn about the many ways the SBA lends a helping hand to small business owners. - May 19 – Struggling Homeowners Have Access to Resources, Help
Don’t let the possibility of foreclosure freeze you into inaction. Take advantage of the many resources available to financially strapped homeowners. - May 26 – Spousal IRAs Complicated, But Worth It
If you qualify as “married, filing jointly,” listen up. Recent changes to federal guidelines could lead to significant benefits as you beef up retirement funds.
Before you leave this site today...
- Skim some FAQs. You’ll find answers to frequently asked questions on topics ranging from advance directives to trust agreements.
- Check out Click ‘n’ Learn. You’ll find helpful hints about getting your financial records organized, and building wealth. Test yourself with quizzes and activities, and find valuable resources to get started.
- Enter data on Track My Savings chart. You can enter your savings totals for all your retirement accounts and designate a savings goal. Save your data and then print the page so you can keep track of how close you are to reaching your goal. Don’t have a goal yet? Visit Financial Longevity.
