Bogleheads® retirement planning start-up kit

Below is a suggested list of topics for retirement planning.

Social Security
see Social Security

Individual Retirement Plans

 * Traditional IRA
 * Non-deductible Traditional IRA
 * Roth IRA
 * Charitable Pooled Income Fund

Employer-Provided Plans
The Employer Retirement Plans Overview describes the most common employer-provided retirement plans. Plan details are addressed in separate wiki pages, just click on the provided link. IRS (Internal Revenue Service) and DOL (Department of Labor) references are also provided.

Tip: Use the Contents box (gray box near the top of the page) to see how the plans are structured.

Annuities

 * Fixed Annuity
 * Variable Annuity
 * Immediate Fixed Annuity - SPIA
 * Immediate Variable Annuity - SPIA
 * Gift Annuity

Pension
see Pensions and the Employer Retirement Plans Overview

Withdrawal rates
see Safe Withdrawal Rates

Required minimum distributions from IRA's
see IRA Distribution Tables

Withdrawal rates and life expectancy
see Life Expectancy Calculators

Withdrawal methods
see Withdrawal Methods

Constant dollar vs. constant percentage
see Withdrawal Methods