Retirement Planning Tools In One Place

Retirement Planning Tools In One Place

The retirement planning tools you need are all in one place. We’ve made it easy to find the right calculator, planner, and more—without leaving your home.

Retirement Planning Tools

Retirement planning tools are available online. These tools can be used to plan for retirement, and they can help you understand the impact of different retirement strategies, investment options and Social Security options.

Retirement Planner

Retirement Planner is a free online tool that can help you figure out how much you need to save for retirement. It also helps you determine how much money you can withdraw each month, which will allow you to see how much money will be available after taxes are taken out of your monthly income. The tool uses Monte Carlo simulations and historical returns data from Vanguard’s Total Stock Market Index Fund (VTI).

Retirement Calculator

Retirement calculators are a great way to get an idea of …

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Inheritances of Property Arrangements and the Life Estate

Inheritances of Property Arrangements and the Life Estate

When you create a trust, you’re required to name who will inherit your property after you die. But if you want to leave something aside for someone else, even if they are not in your will, there are several different ways of arranging this. You might also want to consider leaving money or property directly to an heir rather than through the trust. Here’s what happens when someone dies with a life estate:

What is a life estate?

A life estate is a limited interest in property that terminates upon the death of the person who holds the interest. The holder of a life estate is called a tenant for life, and he or she has no right to sell or otherwise dispose of the property during his or her lifetime. Instead, this right passes through inheritance when he/she dies (known as “dying into” an estate).

The property itself is …

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