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...
- July 1 - Feature article: Taking Care of Aging Parents, Relatives
Are you ready to care for aging parents or relatives? This article contains suggestions about how to prepare for this tough—but potentially rewarding—role. - July 7 - Audio: Farm Transfers-Who'll Get Grandpa's Farm?
Sharon DeVaney, professor, Purdue University, discusses the common problems involved with transferring the family farm or business from one generation to the next, and tells you where to find outside help. - July 14 - When Your Medical Claim is Denied
If your medical claim is denied, it pays to know the right way to appeal. - July 21 - Don't Stop Feeding Your 401(k)
Don't let stock market woes cloud your judgment. If you pull the plug on your 401(k), you'll miss out on an investment "sale." - July 28 - Give $12,000, Avoid Federal Gift Tax
Take advantage of the gift tax exclusion—a smart way to transfer assets during your lifetime and reduce your taxable estate.
Before you leave this site today...
- Fill out your Personal Profile. The data you enter is secure and will be transferred to a few other parts of the Web site—such as Financial Longevity—so you don't have to enter it again. Check out our Privacy Policy for more information.
- 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.
