Matthew Krantz - Retirement Planning For Dummies

3 Chapter 3FIGURE 3-1: Use Quicken to quickly size up your asset allocation.FIGURE 3-2: Vanguard’s Retirement Nest Egg Calculator keeps things simple.FIGURE 3-3: NewRetirement’s Retirement Calculator leaves few financial stones u...FIGURE 3-4: FireCalc shows you the power of a Monte Carlo retirement analysis.

4 Chapter 5FIGURE 5-1: Measure your risk tolerance with Charles Schwab’s questionnaire.

5 Chapter 6FIGURE 6-1: This letter was sent to a newly hired employee, notifying her that ...FIGURE 6-2: Fidelity is challenging Vanguard for IRA dollars where it counts — ...FIGURE 6-3: Charles Schwab offers just about any financial service, including i...FIGURE 6-4: Betterment offers robo-advisor services and lets you set the level ...FIGURE 6-5: Vanguard’s investment cost tool shows you the cost of a financial p...FIGURE 6-6: Fidelity’s BrokerCheck record shows you what the regulator knows ab...

6 Chapter 7FIGURE 7-1: Your summary plan description tells you it’s time to set up online ...FIGURE 7-2: Find the Register Now or a similar option.FIGURE 7-3: Voya’s questionnaire recommends a portfolio based on what it knows ...FIGURE 7-4: The Investments section shows you how each of the individual invest...FIGURE 7-5: Vanguard’s 401(k) site breaks down all your holdings and shows you ...FIGURE 7-6: Voya’s fund summary page lets you see the asset allocation of your ...FIGURE 7-7: A 401(k) reallocate system enables you to make shifts from differen...FIGURE 7-8: A Contribution Rate Escalator helps you automatically contribute mo...FIGURE 7-9: If loans are available from your 401(k) plan, you can find the limi...

7 Chapter 8FIGURE 8-1: Vanguard’s online IRA application steps you through opening an acco...FIGURE 8-2: Vanguard’s asset mix function shows how much of your portfolio shou...FIGURE 8-3: Vanguard’s Portfolio Watch provides an in-depth analysis of your po...FIGURE 8-4: Wealthfront’s site and digital app are aimed at people who want mor...FIGURE 8-5: Vanguard makes it easy to make a one-time contribution to your IRA.FIGURE 8-6: Vanguard will calculate your RMD.

8 Chapter 9FIGURE 9-1: Morningstar’s Quote tab is stuffed with information pertaining to y...FIGURE 9-2: No pain, no gain? Morningstar’s Risk tab helps you see if your retu...FIGURE 9-3: Morningstar’s Price tab reveals and explains the fees you’re paying...FIGURE 9-4: Morningstar’s Instant X-Ray tool studies your entire portfolio in d...FIGURE 9-5: Amazon.com’s 401(k) plan gets a so-so rating from BrightScope.FIGURE 9-6: Personal Capital’s Investment Checkup provides a good reality check...

9 Chapter 10FIGURE 10-1: A typical paycheck deducts Social Security and Medicare tax.FIGURE 10-2: Schedule SE is where self-employed people calculate their Social S...FIGURE 10-3: A rundown of the information you need to determine your Social Sec...FIGURE 10-4: You can drill down into your Social Security and see how much you’...FIGURE 10-5: Social Security makes it easy to apply for retirement benefits, as...

10 Chapter 11FIGURE 11-1: PNC’s Emergency Fund Calculator shows you how big your emergency f...FIGURE 11-2: Ally Bank’s mobile app makes it easy to deposit or transfer money.FIGURE 11-3: Bankrate helps you find the best place for your emergency money.FIGURE 11-4: Bankrate helps you see how much you’re paying for your credit card...FIGURE 11-5: Zillow’s Affordability Calculator does the math to help you see ho...FIGURE 11-6: Excel has a variety of templates to help you see how a mortgage wi...FIGURE 11-7: Savingforcollege.com is a valuable tool to use to see if a state’s...FIGURE 11-8: Vanguard’s planner helps you set a college-savings plan.

11 Chapter 12FIGURE 12-1: iShares categorizes its stock-exchange-traded funds by size.FIGURE 12-2: IFA.com’s Risk Return scatter plot shows you which asset classes d...FIGURE 12-3: Morningstar’s Portfolio page highlights the key aspects of bond fu...FIGURE 12-4: Morningstar’s Portfolio feature offers an in-depth sustainability ...

12 Chapter 13FIGURE 13-1: IFA.com’s Style Drifters chart illustrates how different assets pe...FIGURE 13-2: Vanguard provides a central information hub to help you on your wa...FIGURE 13-3: The Schwab Portfolio Checkup gives you a detailed look at where yo...FIGURE 13-4: Quicken examines your entire financial picture to see if your asse...FIGURE 13-5: Quicken picks apart your plan to show your asset allocation.FIGURE 13-6: Excel can help you keep your asset allocation on track — to the do...FIGURE 13-7: The AARP retirement plan calculator helps you play what-if with yo...

13 Chapter 14FIGURE 14-1: Calculating an annuity payment.FIGURE 14-2: Seeing how various options affect annuity payments.FIGURE 14-3: LendingTree’s reverse mortgage search tool helps you find the most...

14 Chapter 15FIGURE 15-1: General Electric discloses key facts about its pension plan in its...FIGURE 15-2: Your pension site calculates your expected monthly payment given v...FIGURE 15-3: Our retiree can get $338.46 a month in a single-life payout or $70...FIGURE 15-4: An annuity calculator helps you measure your lump sum payouts.FIGURE 15-5: Charles Schwab’s Income Annuity Estimator helps you determine the ...

15 Chapter 16FIGURE 16-1: Fidelity’s online tool will help you get an idea of your future me...FIGURE 16-2: Most HSA providers give you several options for investing.FIGURE 16-3: Medicare’s site helps you select a Medigap plan.FIGURE 16-4: HealthCare.gov will step you through the process of finding and si...FIGURE 16-5: Find a plan that balances the cost with your healthcare needs.FIGURE 16-6: Check your homeowner's and auto policy limits to see if you can bo...FIGURE 16-7: Kiplinger’s umbrella insurance tool helps you protect yourself wit...FIGURE 16-8: LifeHappens provides many useful tools to help you see how much li...

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