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Retirement Planning

Links & Resources for Retirement Planning

Essential planning resources for retirees and for those still working on their plan for a financially secure retirement.

Retirement Websites

Kiplinger Retirement

Top retirement stories and numerous tools, including how to protect your portfolio and a calculator to help you save money on prescription drug costs.

RetirementRevised.com

Named the best retirement-planning website by Money Magazine, RetirementRevised.com is a one stop shop for all things retirement.

ChooseToSave.Org

Developed by the Employee Benefit Research Institute (EBRI) and its American Savings Education Council (ASEC) program, Choose to Save® utilizes the power of the media to promote the idea that saving today is vital to a secure financial future.

AARP - Retirement Planning

AARP, the American Association of Retired Persons, has a section of its website dedicated retirement planning.

RetireHappy

Retirement planning tips, articles and resources.

Articles

10 Great Retirement Books

Retirement has long been seen as a time to settle down, grab a hot beverage and read a book or 10. Whether you’re already retired or preparing for it, these books are must-reads if you’re looking to make the most of your golden years.

10 things they won’t tell you about retirement

Despite what you may think, there is a lot of good news about retirement.

Guide to Retirement Readiness in 10 Years or Less

It is all about building a solid foundation of good financial habits.

The 'Single Best' Way to Kick-Start Retirement Savings

Readers share their top tips for new grads--or anyone else getting started in investing.

The battle of the baby bulge

Boomers need to think harder about their retirement income, says Larry Fink, chairman and chief executive, BlackRock

How low interest rates have changed retirement planning

Since the financial crisis hit in 2008, it’s been great to be a borrower but lousy being a cautious saver.

Guides for Retirees

Guide to Retirement Living

Guide to retiree’s housing options.

Retired Worker

Job search for retirees in Canada.

RetirementJobs.com

Job search for retirees in the USA.

Aging

U.S National Institute On Aging

NIA, one of the 27 Institutes and Centers of NIH, leads a broad scientific effort to understand the nature of aging and to extend the healthy, active years of life.

Boston College Center for Retirement Research

Research and news on retirement issues.

Social Gerontology & the Aging Revolution

Aging is not a singular process: we age biologically, psychologically, and sociologically, and the "aging experience" is determined by the unique interactions between these various clocks.

Personal Finance

Yahoo! Finance

Leading personal finance portal.

Kiplinger

Personal finance tips for retirement.

WiseBread

Tips, tools, and guides for tracking your money, managing your net worth, and growing your retirement nest egg.

DoughRoller

Personal finance tips.

Financial and Investing News

MoneySense

Canada’s personal finance website.

Globe Investor

The latest investing news and analysis.

MorningStar

Independent investment research.

The Economist

Authoritative insight and opinion on international news, politics, business, finance, science and technology.

Retirement Planning Tools

QuickPlan

Financial planning and forecasting app for tablets.

Government of Canada

Retirement Planning - Government of Canada

Overview of retirement planning services and benefits offered by the Government of Canada.

Canada Pension Plan (CPP)

A monthly benefit that further increases the retirement income of CPP contributors who work while receiving a CPP retirement pension.

Canada Pension Plan (CPP) Post-Retirement Benefit

If you work while receiving your Canada Pension Plan (CPP) retirement pension, you may increase your retirement income with a lifetime benefit.

Old Age Security

A monthly benefit for people who have lived in Canada for more than 10 years after age 18 and are aged 65 and over.

Guaranteed Income Supplement

A non-taxable benefit for low-income Canadians aged 65 and over who receive the OAS pension.

Allowance for people aged 60 to 64

A non-taxable benefit for low-income individuals aged 60 to 64.

Registered Retirement Savings Plan (RRSP)

RRSP information, including Home Buyers' Plan, Lifelong Learning Plan and RRIF

Tax-Free Savings Account (TFSA)

The Tax-Free Savings Account (TFSA) program began in 2009. It is a way for individuals who are 18 and older and who have a valid social insurance number to set money aside tax-free throughout their lifetime.

Registered Retirement Income Fund (RRIF)

All the details for setting up and administering a RRIF.

Canada Revenue Agency

The Canada Revenue Agency (CRA) administers tax laws for the Government of Canada and for most provinces and territories, and administers various social and economic benefit and incentive programs delivered through the tax system.

Canada Benefits

Benefits Finder provides a list of federal, provincial and territorial programs and services.

USA Government

USA.gov - Retirement Resources

Use these resources to help you estimate your retirement benefits, learn about factors that could affect your retirement, and more.

SocialSecurity.gov

Understanding how Social Security works and what your payout options are is an important part of everyone’s retirement planning.

SocialSecurity.gov - Plan For Your Retirement

This planner provides detailed information about your Social Security retirement benefits under current law. It also points out things you may want to consider as you prepare for the future.

United States Department of Labor - Taking the Mystery Out of Retirement Planning

Interactive retirement planning resources.

United States Department of Labor - Retirement Savings Toolkit

Tools, resources and videos related to retirement planning.

United States Department of Labor - Retirement Publications and Reports

Publications and reports related to retirement planning.

401(k) Plans - IRS

A 401(k) is a feature of a qualified profit-sharing plan that allows employees to contribute a portion of their wages to individual accounts.

Traditional IRAs - IRS

A traditional IRA is a way to save for retirement that gives you tax advantages.

Roth IRAs - IRS

Similar to a traditional IRA, with some exceptions.



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