Chapter 1: Conquer your workplace retirement planNew trends in retirement plans3 steps to building retirement savingsBuy and hold vs. active managementThe art of naming your beneficiariesWhat to know about target-date fundsChapter 2: All about IRAsCash out, leave 401(k) or roll over?Differences between a Roth IRA, 401(k)7 steps to a Roth IRA conversion4 steps to undo a Roth conversion3 ways to pay for a Roth conversionBoomer dilemma: traditional or RothRoth conversion investment strategiesPenalty-free IRA, 401(k) withdrawals8 Roth IRA conversion traps to avoidChapter 3: Retirement planning decisionsMaking the pension decisionThe case for getting the annuityPros and cons of taking the lump sumFixed income alternatives for retireesWhere to find retirement incomeChapter 4: Tools & ResourcesVIDEO: Roth conversion Q&A401(k) Spend it or save it?401(k) savings calculatorConvert IRA to Roth calculatorRetirement planning checklistMore tools and resources
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Things can get complicated when both halves of the couple are considering retirement.
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