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Index > Index - Pg. 309

Index options for 401(k) plan, 197, 200 leaving money where it is, 197, 198, 200 lump sum payout, 199, 201 purchasing an annuity, 198, 200 rollovers, 198, 199, 200, 201 paying off debt, 195, 196 pension maximization, 204, 205, 206 savings goals, 194, 195 savings needs, 196 software resources, 279, 280 why people do not plan, 223 worksheets Allowing for Inflation in Your Annual Income Needs, 266 Calculating Your Other Financial Goals, 270, 271, 273 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 regular, 186, 187, 188 splitting amount for rollover and cash out, 189 Roth IRAs, 63, 92, 217, 218, 219 versus 401(k) plans, 93 Royce Low-Priced Stock fund evaluation, 123 rule makers 401(k) plans, 13 DOL, 13 employers, 13 hired guns, 13 IRS, 13 SEC, 13 rules IRAs, 89, 90 309 S safe harbors tests hardship withdrawals, 176, 177 requirements, 177, 178 safety investments, 99 cash equivalents, 100 SARs (summary annual reports), 75, 76 savings common mistakes, 250, 251 education savings accounts, 85 QSTPs, 85 goals retirement planning, 194, 195 retirement, 39, 40, 41, 42 compounding, 42, 43