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- Income
- money received by a company or individual
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- 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.
- 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...
- Tools & templates 2008-01-01
- 401K Planner
- This template forecasts the growth in value of your 401K plan and to project the monthly income you will receive from the plan upon retirement. It also compares the wealth accumulation in the 401K plan in contrast to the growth of a taxable savings plan. The forecasted monthly income during...
- Tools & templates 2007-09-01
- The Role of 401(k) Accumulations in Providing Future Retirement Income
- Defined contribution DC plans are increasingly being offered as the primary employer-sponsored pension, so it is of interest to ask whether DC accumulations are likely to yield sufficient income in retirement. This paper uses the EBRI/ICI 401k Accumulation Projection Model to explore alternative future scenarios for retirees having had 401k...
- White papers 2005-11-11
- Preparing to Tap Your Income Stream
- While most people put a significant amount of time, effort and money into creating and nurturing a portfolio that will make retirement possible, few give much thought to how they will tap into their investments once retirement arrives. It's an issue worth considering, because just when one is ready to...
- White papers 2005-10-10
- Retirement Income Security: A Look at Social Security, Employment-Based Retirement Plans, and Health Savings Accounts
- Various factors increasingly suggest that individuals who are trying to plan for a secure retirement face a gathering storm. About 100 participants in the Employee Benefit Research Institute's spring 2005 policy forum examined the different forces at work that threaten economic security in retirement, and heard ERBI researchers and others...
- White papers 2005-08-01
- Keep Employees Financially on Track With Personalized Retirement Education
- Replacement income ratios, which place financial needs at retirement in context with pre-retirement income, have helped employees understand and target how much money they will need for retirement. Aon Consulting has applied the methodology behind replacement ratios to hundreds of thousands of individuals and found that of the employees in...
- White papers 2005-07-11
- The New Reality of Retirement Income Adequacy: Preparing Your Employees
- The retirement picture could look markedly different for retirees in the future compared to those of today. The reasons include: the rising costs of retiree medical care, the erosion of the traditional pension plans, underutilization of 401k plans and more. These realities will force employees to change their expectations and...
- White papers 2004-06-30
Additional Resources
- Financial planning conference offered in Tulsa and Oklahoma City
- A financial planning conference designed for women is scheduled Sept. 5 in Tulsa and Oct. 10 in Oklahoma City. "Do it Herself: A Journey to Financial Freedom" will include classes on investing, basic budgeting, estate planning, getting out of debt, reducing taxable income and retirement planning. ...
- Articles 2008-08-19
- The Retirement Income Industry Association Announces Gold Sponsors for Upcoming Annual Meeting and Awards Dinner
- The Retirement Income Industry Association'sRIIA Gold Sponsors for this 2008 Annual Meeting and Awards Dinner areBank of America and DWS Investments, announces Francois Gadenne, RIIA'sChairman and Executive Director. "I am very pleased to welcome these esteemed and highly recognizedorganizations as the Gold Sponsors for our annual meeting this year," saysGadenne....
- Articles 2008-08-18
- WILL YOU DIE BROKE? MAYBE NOT
- A new study indicates that most Americans will die broke. You may think that's just more bad news, but read on. I'll tell you why things may be better. Ernst & Young LLP, a major accounting firm, recently completed research on financial security in retirement. The study examines...
- Articles 2008-08-17
- Are houses all he needs to be set up for life?
- A 34-year-old architect hopes investing in property will carry him through to an early retirement. By Harriet Meyer The patient Adrian Bristow, 34, is pinning his hopes on rental income from a housing portfolio to fund his retirement. He has already bought...
- Articles 2008-08-17
- 'I want to pay off my main mortgage early'
- Wealth check Peter Martin, 48, is a self-employed property manager and he and his wife own their home and two further buy-to-let homes. "I want to pay off my main mortgage early, ideally before my retirement," says Peter. "I've been working for Holiday...
- Articles 2008-08-16
- Ex-Guardsman wins handily
- By James Carlson THE CAPITAL-JOURNAL Jim Zeller ran away with the Republican primary race in the 18th Senate District on Tuesday night. Zeller took the overwhelming percentage of the vote, and Gary Parnell and Clarence Hinchy carved up the remaining votes....
- Articles 2008-08-06
- Cruise Ship Condominiums in Vancouver
- New concept creates boutique housing idea for winter Olympics VANCOUVER, British Columbia, Aug. 5 /PRNewswire/ -- Waterfront Lifestyles of Vancouver, a boutique maritime lodging company, is selling condos on a small cruise ship that will take weekly tours of the surrounding Pacific coastline. Purchasers may live aboard...
- Articles 2008-08-05
- Curian Capital Releases Results of 2008 Advisor Survey
- Findings Identify Retirement Income Planning Concerns DENVER -- Curian Capital, LLC (www.Curian.com), a registered investment advisor that provides a fee-based separately managed account SMA platform to financial professionals, conducted a survey of 1,305 independent financial advisors in an effort to determine their views on the retirement preparedness of...
- Articles 2008-08-04
- Tsakos Energy Navigation Reports Record Earnings Up 85% for Second Quarter 2008
- Earnings per share of $1.82 versus $0.98 in Q2 2007 SECOND QUARTER 2008 HIGHLIGHTS - Net income of $69.20 million versus $37.52 million in Q2 2007, an 84.5% increase - Net revenues, of $146.64 million versus $107.22 million in Q2 2007, a 36.8% increase...
- Articles 2008-08-01
- The Washington Post Company Reports Second Quarter Earnings
- WASHINGTON -- The Washington Post Company (NYSE:WPO) today reported a net loss of $2.7 million ($0.31 loss per share) for its second quarter ended June 29, 2008, compared to net income of $68.8 million ($7.19 per share) for the second quarter of last year. Results for the second...
- Articles 2008-08-01
- Commentary: IRA rollovers: How to stash your retirement nest egg
- Whether you are a boomer saying goodbye to the daily grind or a Gen-Xer moving on to the next level of your career, retirement or a job change can create an ideal time to ask yourself what you want to do with your accumulated retirement funds. Unfortunately, there is no...
- Articles 2008-08-01
- Leo Zwell | Scientist, 92
- Leo Zwell, 92, a retired scientist with the Joint Committee of X-Ray Powder Diffraction Standards in Swarthmore, died of heart failure on Wednesday at Martin's Run, a retirement community in Media where he had lived since 2002. Mr. Zwell was a physicist with the Jet Propulsion Laboratory at the California...
- Articles 2008-08-01
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