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July 23, 2008    DOL > EBSA > Publications > Near Retirement

Taking The Mystery Out Of Retirement Planning

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Taking the Mystery Out of Retirement PlanningTable of Contents

Planning For A Lifetime

Chapter 1
Tracking Down Today’s Money

Worksheet A-Today's Money

Chapter 2
Tracking Down Future Money at Retirement and After

Worksheet B-Your Money…10 Years from Today
Worksheet C-New Savings Between Now and Retirement
Worksheet D-Monthly Income Over a 30-Year Retirement

Chapter 3
Tracking Down Future Expenses

Worksheet E-Monthly Expenses Today
Worksheet F-Monthly Expenses in 10 Years

Chapter 4
Comparing Income And Expenses

Worksheet G-Comparing Projected Income and Expenses
Worksheet H-Additional Savings Needed Before Retirement

Chapter 5
Making Your Money Last

Chapter 6
Tracking Down Help for Retirement Resources

Worksheets For The Future

This publication has been developed by the U.S. Department of Labor, Employee Benefits Security Administration, and its partners.  For a complete list of EBSA publications or to speak with a benefits advisor, call toll free: 1.866.444.EBSA (3272).  Or contact the agency electronically.  This booklet constitutes a small entity compliance guide for purposes of the Small Business Regulatory Enforcement Act of 1996.

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