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Retirement Planning

Retirement Planning

Because we’re committed to helping our members achieve financial independence and security, we’re providing you with this library of financial information so that you can make more informed financial decisions and achieve your goals. We encourage you to use these articles and resources to help you find answers to your financial questions.

Learn how you can grow and protect your wealth, making it easier for you to plan for a more secure retirement.

7 secrets of 401(k) success
Avoid big costs when moving your retirement plan
Early start on savings makes comfortable retirement a reality
How do stocks fit into my retirement plan
How much will you need to retire the way you want?
How to retire early
Into to Retirement Planning: Basics are key to achieving the dream
Intro into asset allocation: The right balance positions your portfolio for prosperity
IRA Basics: Is the traditional or Roth right for you?
Late starters can achieve their retirement dream
Should you convert your traditional IRA to a Roth?
Tax issues for retirement planning
Understanding the choices your beneficiaries have with your retirement accounts
When (and how) should you rebalance your portfolio?
Which retirement accounts are right for you?

Additional Resources

BCU Investment Advisors Seminars - See the topic, time and location for our free investment seminars.
Investment Resource Center - Access articles, calculators and personalized market news to monitor your favorite stocks and mutual funds.
Online Financial Planning - Use this tool to create a personalized financial plan that will help you achieve your goals.
Retirement Savings Calculator - Estimate how much you need to save for retirement through this handy calculator.
Net Worth Calculator - See what your current financial situation is with this net worth calculator.

Informational Podcasts

The Hard Truth about Hardship Withdrawals (March 1, 2010)
Roth Conversion - Window of Opportunity in 2010 (December 1, 2009)
Finding a Financial Adviser (July 1, 2009)
What is a Ponzi Scheme? (May 1, 2009)
Taking the Emotion out of Investing? (April 1, 2009)