Index
A
AARP Web site, 193
academia resources, 191
accounts, consolidating, 118. See also IRAs
age at retirement. See also investment scenarios
age 50, 65
age 55, 65
age 59½, 66-68
age 62-70, 68
age 65, 69
age 70½, 69-70
overview, 63-64
annuities
disadvantages of, 48-49
fixed annuities, 49-51
overview, 47
variable annuities, 51-52
asset allocation, 164
five years from retirement (R–5 investment scenario), 114
at retirement age, 120
ten years from retirement (R–10 investment scenario), 100-101
asset allocation models, 195-198
intermediate portfolio, 197
starter portfolio, 196
auto expenses, budgeting, 181
automatic savings deposits, 59-60
B
balancing retirement and other savings, 45-46
beneficiary designations, 41-42, 119
borrowing against pension ...
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