From setting new goals to pinpointing how much you can comfortably spend each month, there are a number of things for those in retirement to consider. Use the resources in this section to get organized.
Set your goals.
As you enter this new stage in life, figure out what your goals are. Goal Definition Worksheet>>>
Know how much you can spend.
If you're newly retired, gauge how much you can afford to withdraw each year throughout your retirement. Retirement Distribution Planner>>>
Remember the estate tax.
Leave your estate to your loved ones -- not the taxes. Assess how much your estate would be taxed. Estate Tax Calculator>>>