Retirement Planning

Resources to help you transition

  • IRA Rollover Chart
    Highly informative IRS rollover chart on rolling to & from: Roth IRA, Traditional IRA, SIMPLE IRA, SEP-IRA, Governmental 457(b), Qualified Plan1/ 401(k) (pre-tax), 403(b) (pre-tax).
    Tip: Consider "catching up" on your IRA
    Investors aged 50 or older can add an additional $1,000 annually. 
  • Social Security Maximization
    Social Security claiming strategies are complex and there are many confusing rules on benefits. Find out the optimal strategy for maximizing your Social Security benefit. A Certified Financial Planner™ will help you every step of the way.
  • Social Security Administration
    Government website for the Social Security Administration: information on benefits, statements, card replacements, and more.
  • Treasury Bond Information
    Government savings bonds website: offers a calculator to determine current bond values, guidance on replacing lost bonds, transferring ownership of bonds, and other helpful information.
  • Top 10 Ways to Prepare for Retirement
    Financial security in retirement takes planning and commitment and, yes, money. Start planning now with these helpful tips from the Department of Labor.

Retiree Healthcare

  • Medicare government medicare website providing information on coverage, eligibility, and helpful publications.
  • American Heart Association
    Information on risk awareness, early warning signs, support groups.
  • HealthFinder
    U.S. Dept. of Health and Human Services: Healthy lifestyle topics, links to government agencies, and more.

Elder Care & Family Support

  • Elder Care
    A public service of the U.S. Administration on Aging connecting you to services for older adults and their families. Caregivers can find local agencies that provide home and community-based services such as transportation, meals, home care, and support assistance.
  • Lotsa Helping Hands
    A user-friendly site designed to help those who are helping others. On-line private group calendars help keep all caregivers up-to-date and in sync.