Union Plus Financial Planning and Retirement Planning Center Site Map

Welcome to the Union Plus Retirement Planning Center, your one-stop financial planning for retirement education Web site offering access to valuable savings calculators and retirement planning calculators, and more.

Financial Planning & Retirement Goals

What do you envision for your retirement? Where do you want to live, what do you want to do in retirement, enjoy? Start thinking about your financial planning and retirement goals here:

• Retirement Goals Worksheet
  (PDF - Download the free Adobe Acrobat Reader to open this document.)
• Where do you want to live?
• What will you do in retirement?
• Use the Retirement Road Map tool to help you define your financial retirement goals

Money for Retirement

How will you support yourself and your family financially during retirement? Learn how to achieve your financial planning retirement goals here:

• Where am I now?
• How much will I need?
• Social Security
• Pension Plans: What are Defined Benefit Pension Plans?
• Employer-sponsored retirement accounts: What is a 401k retirement plan?
• Individual Retirement Accounts (IRAs)
• Annuities
• Home and real estate investments
• Personal retirement savings
• How much money for retirement will I have?

Making It Last: Smart Money Saving Tips

Learn how to enjoy your retirement without worrying whether you will outlive your financial resources:

• Live on your nest egg
• Keep on working during retirement
• Become an informed investor
• Pinch pennies
• Taxes
• Long-term care insurance
• Managing medical expenses

Protecting Your Family

Learn about important retirement planning and pension or retirement account access issues that will affect your family:

• Wills, trusts, and estate plans
• Life insurance
• Helping children and grandchildren

Getting Help with Financial Planning for Retirement

Get the help you need to achieve your Financial Planning for Retirement Goals:

• Finding a financial adviser
• More helpful retirement Web sites

Savings Calculators and Retirement Planning Calculators & Tools

• Your Retirement Road Map
• Retirement Goals Worksheet

Retirement Planning Calculators

• How will retirement affect my expenses?
• Am I saving enough? What can I change?
• How will this account be used?
• What will I earn with this account?
• How advantageous is increasing my savings?
• Which savings or income source will be the largest?
• How much can I invest in a retirement account before taxes each year?
• What if I underestimate my expenses during retirement?
• What will my income be after I retire?
• What will my expenses be after I retire?
• What happens if tax laws change?
• How much of an effect can inflation have?
• Which savings should be used first?
• How much will Social Security provide after retirement?
• What if Social Security no longer exists?

Savings Calculators

• What will it take to become a millionaire?
• How much will my savings be worth?
• What will it take to save for a vehicle, home, etc.?
• What will it take to save for a college education?
• How will taxes and inflation affect my savings?
• How much of a difference will the rate make?
• What's it worth to reduce my spending?
• How much, at what rate, when?
• Which is better: cash or payments?
• How much will my CD be worth at maturity?

IRA Calculators

• Which will provide the most retirement income?
• How will changes in my tax rate affect the decision?
• What option is best for estate planning?
• How do return rates affect my retirement income?
• When should I begin saving?
• How will a large withdrawal affect the decision?
• Should I convert my IRA into a Roth IRA?
• How much may I contribute to an IRA?

Union Plus Retirement Planning Center: About this Retirement Planning Site

• Visit union sites and union retirement sites.
• To learn more about all the Union Plus benefits, visit UnionPlus.org.
• To learn more about joining a union, visit the AFL-CIO site.
• The Alliance for Retired Americans (the Alliance) unites retirees who are committed to activism and want to influence the policies of government that affect all older Americans. Find out how to join the Alliance here.
• Retirement eNews archive

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