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Retire in Comfort: Know What is Needed to Hit Retirement Goals

How Much; When; Which Tax Deferred Plans

Most people have some idea of the age they want to retire. In increasing numbers, lack of adequate savings forces many to continue working well into their senior years or lower their living standards. This situation will become more widespread as life expectancy continues to move upward and Social Security is eventually restructured with benefits that either start later or pay less.

How Can Help

allows you to analyze every financial facet of retirement: add or subtract years to your current career; see the impact of taking on a part time job after leaving your full time position; test different investment postures.

can take any living expense rate and tell you how long your assets would likely last. If your resources are projected to be insufficient, shows means to fill the gap,.

also provides guidance on when you should start collecting Social Security benefits. The Social Security Administration provides 3 options in terms of beginning dates and monthly benefits. A module allows you to see the options in isolation, comparing streams in a way that will make your decision easier. also facilitates analysis of retirement options such as IRAs, Roth IRAs, 401ks, etc. Which plan fits best? Should your traditional IRA be converted to a Roth IRA? Should you keep your 401k account with your former employer, move it to your new company's plan, or roll it into an IRA? can help you find answers to these questions and more.