..Retirement Planning Calculators:
There is a variety of retirement planning calculators available on the Web. Here is a partial list. If you have discovered others please email us the web address so that we might check them out.| AARP Bulletin | Computes end of plan balance or shortfall. Does not differentiate between tax-deferred and after-tax accounts. |
| American Savings Education Council | Interactive Ballpark Worksheet for planning for retirement. |
| Analyze Now! | Inexpensive retirement planning tools that accommodate the particular situations of each user and provide a conservative response. |
| Bankrate.com | How much to retire? Calculate your payment and more. |
| Choose To Save | Computes saving rate required to meet estimated retirement needs. Does not differentiate between tax-deferred and after-tax accounts. . |
| CNN money.com Retirement | Computes rate of portfolio return necessary to get desired retirement income. |
| E$Planner | Calculates your highest sustainable living standard and the saving and life insurance needed to maintain that living standard in retirement. |
| Fidelity Investments | Requires a Fidelity Account |
| FIRECalc | With what you have today, and what it costs you to live, can you retire and maintain the same lifestyle? |
| financenter.com | A detailed and complicated calculator with more than 120 input parameters. (Also used by Kiplinger and Allstate.) |
| MS Moneycentral | A simplistic site with some redeeming features. It figures assets three ways, according to a retirement plan of spending, preserving, or increasing retirement capital. |
| Nationwide Insurance Co. | Computes the retirement income gap and recommended savings increases. Oriented toward pre retirement. |
| Torrid Technologies | Downloadable, for-fee, retirement savings planning calculator. |
| Vanguard Retirement Planning Tools | Vanguard Retirement Manager: downloadable retirement calculator, for a fee. |
| Wall Street Access Advisory Service | Retirement Advisor, On line retirement calculator. |
..Useful Security and Exchange Commission Sites:
| Calculators | This page contains links to a variety of SEC sponsored calculators. |
| Mutual Fund Introduction | Invest wisely, an introduction to mutual funds. Investors have turned to mutual funds to save for retirement. |
| Mutual Fund Investing | When investing in mutual funds look at more than past performance. Past performance is a weak indicator for a fund's future success. |
| Variable Annuities | Variable Annuities invest after-tax money to provide tax-deferred growth. The SEC provides a comprehensive description here. |
..Other Web Sites Related to Retirement Planning:
| About.com | CPAs and PFSs can find retirement planning resources here. |
| American Association of Individual Investors | Contains material on all aspects of investing including retirement issues. |
| AARP Webplace | Tips on financing retirement and lists of other nonprofit groups that serve seniors |
| CNN money.com Retirement | Addresses several significant retirement issues. |
| Estate Planning Links | Links to wealth preservation resources on the Internet. |
| Financial Information Links | Links to web sites containing financial information. |
| Financial Planning Association | Connects those who need, support and deliver financial planning. |
| Florida Department of Elder Affairs | Older Floridians Handbook |
| Friendly 4 Seniors | Contains information of interest to Seniors. |
| Guide to Retirement Planning | Much information about retirement issues, from annuities to Y2K. |
| The Home buyer's Fair | Evaluate alternative communities in which to retire. |
| NEFE Sponsored White Paper. | Retirement Planning in the 21st Century: A Think Tank Sponsored By the National Endowment For Financial Education |
| MDP Associates | Stock Market Quantitative Market Timing Techniques for Capital Preservation. |
| My Financial Shepherd | A multitude of links concerned with cash, credit & debt management. |
| PGcalc | Software for Planned Giving, marketing, and administration. |
| Retirement Information & Tips | Comprehensive Retirement Information, from 401(K) to Social Security. |
| Retirement Pros | Provides information that will enable you to put your nest egg to work harder and smarter without exposure to risk. |
| Senior Links | Links to sites of interest to seniors. |
| Social Security Administration | Access to more that 600 of its documents |
| Sterling National Bank | A full service bank providing everything from trust and investment products to Internet banking. |
| Wealthy Geek | Online resource for investing, planning and managing personal resources. |
| Women's Institute for a Secure Retirement | Offers things that women need to do for retirement. |
..Web Sites for Overall Tax Planning:
| Coopers & Lybrand | Interactive connections for researching tax questions. |
| Only Taxes | Informative articles about tax matters and a bit of tax humor. |
| Wills and Trusts | A comprehensive estate-planning course. |
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| Last update: October 12, 2007 |
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