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Index > Index - Pg. 308

Index Closing the Gap Between Current Savings Level and Level Needed to Meet Your Retirement Goal, 270 Determining Additional Money Required to Fund Your Retirement Goal, 269 Determining Additional Money Required to Inflation- Protect Your Pension Income During Retirement, 267 Determining How Much You Need to Save Each Year to Meet Your Retirement Goal, 269 Determining the Amount of Money Required to Achieve Your Income Goal, 267 Determining the Impact of Social Security and Pension on Your Retirement Goal, 265 Identifying Assets to Support Your Retirement Income Needs, 268 Meeting My Retirement Goal, 265, 266 Quantifying Your Retirement Needs, 263, 264 Visualizing Your Retirement, 260, 261 What Do I Have? Determining Net Worth, 261, 263 When Can You Afford to Retire?, 264 pre-tax contributions, 67 versus after-tax contributions, 66, 67 deciding which to choose, 71 preferred stock, 110 prepaid tuition plans, 85 promised benefits Social Security, 236 promissory notes, 20 pros annuities, 163 prospectus, 112 understanding your 401(k) plans funds, 118 protective shells, 5 308 long-term investing with stocks, 132 rebalancing investments, 147 reconciliation account balances, 76 record keepers checklist investment earnings, 79 lump sum payments, 79, 80 record-keepers, 15 recordkeepers checklist, 76, 77 investment earnings, 78, 79 loan repayments, 78 taking out loans, 78 responsibilities, 33 regular rollovers, 186, 187, 188 regulatory compliance financial planners, 231 remittance of contributions, 31 research resources, 280, 281 researching financial planners, 231 NASD, 231 NASSA, 231 SEC, 231 resources books, 274, 276 magazines, 277 Medicare information, 248 newsletters, 276 organizations, 280 projecting current retirement resources, 57 research, 280, 281