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Get ready for retirement with Plan ItTM: Retire Ready Toolkit. It's a free online resource that can help you plan for—and achieve—retirement security. Access articles, listen to audio clips, run "what if" financial longevity scenarios, and listen in on the financial conversations on PreRetiree Lane.

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Plan It: Coming in July
  • Family Matters: When Mom and Dad Move In (featured week of July 6) As more adult children and their parents move in together, establishing ground rules improves the chances that the new family unit will be even stronger than before.
  • Audio: Plan for Survivors (featured week of July 13) Although the death of a loved one is a painful process, proper preparation—including legal arrangements—can help smooth the transition. Mary Randolph, attorney, author, and vice president of editorial with NOLO, in Berkeley, California, offers practical and legal estate planning advice about wills, trusts, taxes, and much more.
  • Simplify Your Finances--Go Lean! (featured week of July 20) The economic downturn presents an opportunity to streamline your personal finances. Choose to simplify with a few smart moves and tools described in this article.
  • Give $13,000, Avoid Federal Gift Tax (featured week of July 27) Take advantage of the gift tax exclusion--a smart way to transfer assets during your lifetime and reduce your taxable estate.
 
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