AARP New York: Money Matters

AARP Tip Sheets

401(k)s: Topics include signing up, choosing a plan, deciding how much to contribute, taking the match, choosing investments wisely, being aware of fees, cashing out wisely and a to-do list.

IRAs: Topics include how to set up an IRA, investment options, traditional vs. Roth, rollover IRAs, and a to-do list.

Cash Balance Plans: Topics include how cash balance plans work, cash balance benefits, when plans change, payout options, and a to-do list.

Managing Your Money in Retirement: Topics include financial risks in retirement, money management options, factors to consider, and making a plan.

Pensions: Topics include how pensions work and are funded, how benefits are determined, the payout, and a to-do list.

Social Security: Topics include how it works, retirement benefit, spousal benefit, survivor benefit, social security and work, and a to-do list.

Taxes and Retirement: Topics include pre-retirement tax issues, tax issues in retirement, and a to-do list.

Timing of Retirement: Topics include financial prospects, lifestyle issues, and a to-do list.

Your Road to Retirement: Topics include the AARP retirement roadmap, retirement planning calculator, and a to-do list.

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