Personal Finance Toolkit

Retirement

Build a plan that works — from first contribution to final withdrawal.

Project required minimum distributions

Lump sum vs. annuity — which is better for you?

Determine your essential retirement expenses

Compare cost of living across 77 major U.S. metros with salary equivalence calculator

See how category-level inflation varies — essential for understanding purchasing power erosion in retirement.

Understand how IRS 417(e) segment rates affect your pension lump sum value and how to evaluate your options.

Understanding RMD rules, calculation methods, strategies to minimize tax impact, and how the SECURE Act changed the timeline.

How to separate essential from discretionary spending, build a reliable income floor, and stress-test your retirement budget.

Uniform Lifetime Table, Joint Life Table

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