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Basic Retirement Planning Resources

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Basic Retirement Planning Resources 2018-08-21T09:20:35-04:00



Everyone knows they should plan for retirement, and the sooner the better, but it’s difficult to know how and where to start. Who do you trust with your financial future? What investments are right for your unique situation?

Then, whether you plan for decades or months, when retirement finally starts—what do you do? The right preparation can smooth the transition, and make retirement an exciting new chapter!

The information below can help you plan for an enjoy a rewarding retirement. If you have any questions, or when you’re ready to take control of your retirement investment with a self-directed account, call one of our specialists at (800) 395-5200.

Retirement Investing 101 Articles

New to the world of investments? Having trouble sorting through the alphabet soup of retirement and finance acronyms? These articles can help you distinguish between IRAs and SEPs, REITs, and EFTs. These are also great resources for teaching kids the basics about money.

A Kid’s Guide to Understanding Money

Teachers, students, and anyone interested in learning more about the world of money and investing will find these resources quite helpful.

Financial Terms for Dummies

Every field of endeavor has its own terminology, including the world if investments and finance. This simple glossary of financial terms ‘for dummies’ will help you understand the basic lingo.

Retirement Accounts & Divorce

You probably know that homes, cars, and other financial assets must be divided as part of a divorce settlement. You may be surprised to learn, however, that retirement accounts must also be included as part of divorce proceedings. These basics will help you gain an understanding of how divorce affects your retirement portfolio.

IRAs Made Simple

IRAs need not be complex or mysterious. This guide makes IRAs simple and easily understood by the average person. Once you grasp the concepts behind an IRA, you can make sound decisions for your own financial future.

Contribution Limits for Retirement Plans

Contribution limits can and do change from year to year. Get the facts on the current contribution limits for retirement plans here.

Life After Retirement: Planning and Enjoying

Some people look forward to a life of travel and exploration after retirement. For others, retirement is a chance to pursue long-held dreams. Life after retirement—what’s your plan?

Using Retirement Funds to Start a Business

Did you know that it’s possible to use retirement funds to start a business? Before you tap into your retirement savings, however, you need to have a plan.

Planning for Life After Retirement

Most people eagerly anticipate retirement, but for others it can be a stressful time. These tips can help you transition gracefully into retirement and enjoy it to its fullest.

How to Plan for Retirement [Infographic]

Planning for retirement can be a daunting task, but it doesn’t have to be.  You have many options to invest for your retirement, including IRAs, 401(k)s, and much more.

Basic Retirement Tools

Financial Literacy Tools for Kids

It’s never too early to start teaching your children good financial practices. This list of financial literacy resources includes games and tools to help teach your kids about money, saving, budgeting, and more.

Free Loan Calculator

If you are currently working to pay off a loan, or are considering taking out a new one, this free loan calculator will help you determine the monthly payment necessary to cancel your debt on time.

We have also curated an extensive collection of retirement planning information and articles. These pieces come from the Social Security Administration, Time Magazine, Kiplinger, the U.S. Department of Labor, and more. If you still have questions, or are ready to get started with your own self-directed retirement plan, call our specialists at (800) 395-5200.



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