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United States Department of Labor
U.S. Department of Labor
Employee Benefits Security Administration
ESPAÑOL 1-866-444-3272

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Retirement Savings Toolkit

Description: Taking the Mystery Out of Retirement Planning
Taking the Mystery out of Retirement Planning
| En Español | Worksheets | Hoja de cálculo

Description: Savings Fitness: A Guide to Your Money and Your Financial Future
 

Savings Fitness: A Guide to Your Money and Your Financial Future | En Español | Financial Planning Worksheets | Hojas de trabajo

Description: Top 10 Ways To Prepare For Retirement
Top 10 Ways To Prepare For Retirement
| En Español (ES) | العربية (AR) | 简体中文 (ZH SC) | 繁體中文 (ZH TC) | Français (FR) | 한국어 (KO) | po Polsku (PL) | Pусский (RU) | Tagalog (TL)

Description: Women And Retirement Savings
Women And Retirement Savings
| En Español

Description: What You Should Know About Your Retirement Plan
What You Should Know About Your Retirement Plan
| En Español

Description: New Employee Savings Tips - Time Is On Your Side
New Employee Savings Tips - Time Is On Your Side

Description: Retirement Toolkit
Retirement Toolkit
| En Español

  • Investing and Diversification
  • A Look at 401(k) Plan Fees
  • Protecting Retirement and Health Care Benefits after Job Loss
  • QDROS: The Division of Pensions Through Qualified Domestic Relations Orders
  • Secure Your Financial Future - A Toolkit for People with Disabilities
  • Setting Financial Goals
  • Budgeting
  • Determining a Target Retirement Saving Rate
  • Debt Management
  • A Look at 401(k) Plan Fees
  • Know Your Health Benefit Rights | En Español
  • Making Your Retirement Great
  • Questions? EBSA has Answers | En Español
  • Saving Matters l En Español
  • What Do You Want Your Retirement to Look Like?
  • Do You Want An Extra $100,000? Text Version | Graphic Version
  • How Can You Earn 100% Return On Savings? Text Version | Graphic Version
  • Are You Passing Up Free Money? Text Version | Graphic Version
  • Over 50? Want To Save Some More For Your Retirement? Text Version | Graphic Version

Here are some helpful tools employees can use to calculate how much money an individual will need at retirement:

  • AARP
  • AICPA
  • Taking The Mystery Out of Retirement Planning - This publication with interactive worksheets is designed to help individuals ten years or less away from retirement see if their retirement savings are on track. | En Español | Worksheets | Hoja de cálculo
  • Lifetime Income Calculator - This calculator illustrates an annuitization approach to estimate the monthly lifetime income streams based on both the participant's current account balance and on the projected value of the account balance at retirement.
  • American Savings Education Council - The Ballpark Estimate is an easy-to-use, one-page worksheet that helps you quickly identify approximately how much you need to save to fund a comfortable retirement. The Ballpark Estimate takes complicated issues like projected Social Security benefits and earnings assumptions on savings, and turns them into language and mathematics that are easy to understand.
  • Financial Industry Regulatory Authority - These financial calculators are meant to provide you with some of the information necessary to make sound financial decisions and to plan for the future.
  • Savings Fitness: A Guide to Your Money and Your Financial Future | En Español | Financial Planning Worksheets | Hojas de trabajo
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United States Department of Labor
Employee Benefits Security Administration

An agency within the U.S. Department of Labor

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