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St. George Library Center Money Matters - Retirement Planning



Retirement Planning Video:


Life Expectancy Reality Check:


Other Planning Resources:


Retirement Readiness Rating (R³):


The Ball Park Estimate:


Retirement Planning Tips:


1.  Start Saving Early

2.  Save the Maximum Allowed,,id=219923,00.html

3.  Invest Tax-Deferred

4.  Determine Your Net Worth

5.  Estimate Retirement Living Costs

6.  Evaluate Early Retirement

7.  Retire While You Work

8.  Try a Monte Carlo Calculator

9.  Beware of Retirement Stampedes

10.  Get Serious in the “Red Zone”


Sources of Retirement Income:


Salary Reduction Plans:


Defined Benefit Plans:


Vesting Period:


Individual Retirement Accounts:,,id=111413,00.html


Small Business Retirement Accounts:


Retirement Withdrawal:


Required Minimum Distribution (RMD) Rules: