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94 Resources for

Retirement

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BNET Business Dictionary

Retirement
the voluntary or forced termination of employment because of age, illness, or disability. Retirement age is often stipulated in the contract of employment. Differences between...
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Early Retirement? You're Dreamin' | BTalk Australia
The AMP Superannuation Adequacy Index recently demonstrated that many Australians don't have enough money for a comfortable retirement. Today on BTalk Australia Phil Dobbie asks Michael Davison, CPA Australia's Superannuation Policy Advisor, who is most at risk and how realistic is it to expect an early retirement. ...
Tags: Retirement, Podcasts, Internet, Phil Dobbie
Blog posts 2008-06-08
Retirement Benefits Overview
As an employer, understanding retirement benefits is extremely important. Not only are an increasing number of baby boomers reaching the age of retirement, but also many younger employers are expressing a greater level of concern about how they will fund an ample period of retirement. In fact, more workers at...
Tags: worker
White papers
Taking the Risk Out of Retirement
In much of the world, retiring is riskier than it's been since the modern welfare state began to emerge, in the late 19th century. But help may be on the way in the form of the intense competition emerging among banks, insurance companies, mutual funds, and traditional brokerage houses. As...
Tags: Financial Planning, Financial services, McKinsey & Co., mutual fund, risk management, income, insurance, bank, financial
White papers
Retirement and Wealth
This paper analyzes the relationship between retirement and wealth. Using data from the first four waves of the longitudinal Health and Retirement Study - a cohort of individuals born from 1931 to 1941- reduced-form retirement and wealth equations are estimated. The results show that those who retire earlier do not...
Tags: Gale Group, Social Security, health care, analysis
White papers
Are Boomers Happy to Forego Retirement?
As a Baby Boomer I've suddenly taken an interest in that annual letter from the government showing how much I can expect from Social Security at retirement age. But it's an intellectual exercise, to be truthful. I have no intention to "retire" from work. I plan to...
Tags: Sean Silverthorne, Tammy Erickson
Blog posts 2008-06-13
A Retirement Career Plan? Gimme A Break!
Baby Boomers are reaching retirement age in record numbers. And this will affect your current job or your retirement plans. The Baby Boom is going to impact your job and career! If you are still years away from retirement, this fact will make a difference to your ability to advance...
Tags: Professional development, career, worker, job
White papers 2008-01-01
Health Savings Account (HSA) Goal Calculator
Are you looking at the Health Savings Account HSA as a retirement account? Do you have an amount in mind that you want to carry over into retirement? This tool will help you determine what you need to do in order to reach your goal.
Tags: Benefits, HEALTHCARE, Vertical industries, Health Savings Account, health care, tool
Tools & templates 2008-01-01
How Do Return Rates Affect My Retirement Income?
This tool compares four investment alternatives to save for your retirement: a deductible Individual Retirement Account IRA, nondeductible IRA, Roth IRA and investing with a taxable account. The tool also considers your age, expected length of retirement and how much you wish to leave for heirs. You enter your estimated...
Tags: PRODUCTIVITY, tool, tax
Tools & templates 2008-01-01
How Much Can I Spend Each Month In Retirement?
Use this tool to compute how much you will be able to regularly withdraw from your savings account before you run out.
Tags: PRODUCTIVITY, tool
Tools & templates 2008-01-01
How Will Retirement Affect My Expenses?
This template calculates your current monthly expenses and helps you to estimate your monthly expenses in retirement. You enter the number of years until you retire and the annual inflation rate. (Inflation has averaged between 2 and 3 percent over the past 15 or 20 years).
Tags: Currency & Foreign exchange, inflation
Tools & templates 2008-01-01
What Rate Do I Need To Support My Retirement?
Use this tool to find out what rate of return you would need to make recurring withdrawals of a specified amount from an account.
Tags: PRODUCTIVITY, tool
Tools & templates 2008-01-01
How Much Do I Need To Fund My Retirement?
Use this tool to find out how much money you must have in your savings account to make recurring withdrawals of a specified amount.
Tags: PRODUCTIVITY, tool
Tools & templates 2008-01-01
How Much Will I Need To Save For Retirement?
Retirement can be the saddest or happiest day of your life. This pre-retirement tool will help you think of ways to improve your retirement outlook. It is important that you re-evaluate your preparedness on an ongoing basis. Changes in economic climate, inflation, achievable returns, and in your personal situation will...
Tags: Currency & Foreign exchange, Yahoo! Inc., inflation, tool
Tools & templates 2008-01-01
Announcement Of Retirement
Use this template to announce the retirement. This press release uses a format that is generally accepted by most media.
Tags: Advertising & Promotion
Tools & templates 2008-01-01
Announcement Of Retirement After Long Service
Use this template to announce the retirement after long service. This press release uses a format that is generally accepted by most media.
Tags: Advertising & Promotion
Tools & templates 2008-01-01
Retirement Nestegg Calculator
Do you know how much it takes to create a secure retirement? Use this tool to help determine what size your retirement nestegg should be.
Tags: PRODUCTIVITY, tool
Tools & templates 2008-01-01
Retirement Shortfall
One of the biggest risks to a comfortable retirement is running out of money too soon. This tool helps you determine your projected shortfall or surplus at retirement. You can also see just how long your current retirement savings will last. If your results project a shortfall, you might need...
Tags: tool
Tools & templates 2008-01-01
Required Minimum Distribution (RMD) For Current Year
The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. Use this tool to...
Tags: PRODUCTIVITY, tool
Tools & templates 2008-01-01
Required Minimum Distribution (RMD)
The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. Use this tool to...
Tags: PRODUCTIVITY, tool
Tools & templates 2008-01-01
Retirement Income
Use this tool to determine how much monthly income your retirement savings may provide you in your retirement. Your annual savings, expected rate of return and your current age all have an impact on your retirement's monthly income. The full report shows a year-by-year break down of your retirement savings.
Tags: Operational accounting, income, tool
Tools & templates 2008-01-01
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