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Planning your retirement doesn’t have to be difficult. Using the knowledge gained from these free resources from The Actuarial Foundation will enable you to better prepare yourself to weather life's ups and downs on the way to retirement.


Seven Life-Defining Financial DecisionsSeven Life-Defining Financial Decisions
Learn your seven life-defining financial decisions and how they can impact you as you prepare for retirement.

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(En Español)

 

 

 

Don'r Run With Your Retirement MoneyDon't Run With Your Retirement Money*
You're about to get possibly the largest payment of your lifetime. Be prepared. This guide is filled with practical insights on annuities, self-managed investing, lump sum distributions, Social Security* and accounting for taxes.

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Taking the Mystery Out of Retirement PlanningTaking the Mystery Out of Retirement Planning Updated 2012

Now available in English and Spanish versions!
This isn't your parents' retirement anymore.
If you are close to retirement or planning on
retiring in the next decade, this guide is a must read for you.

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(En Español)

 

 

Making Your Money Last a LifetimeMaking Your Money Last for a Lifetime:
Why You Need to Know About Annuities
This guide explains the important role that
immediate annuities can play by stretching out your money to make sure it will last no matter how long you will live.

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What Weomen Need to Know About RetirementWhat Women Need to Know About Retirement
Women age 65 today are expected to live to 85.
A longer life means a longer retirement. Learn the issues specific to women in this insightful document.

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These materials are intended to provide general information and should not be used as a substitute for legal or other professional advice. Every effort has been made to ensure that the information contained in these materials were true and accurate at the time of publication. Some information may have changed since publication and therefore may be outdated.

*This booklet refers to annual statements from the Social Security Administration (SSA). The SSA no longer mails statements but may resume this practice beginning in fall 2012 and only to Americans age 60 and older who are not currently receiving benefits. For more information, visit the SSA website.





 

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