Plan smart. Retire well.
A hand-picked directory of trustworthy retirement and personal-finance resources — plus plain-English guides to help you save, invest, and retire with confidence.
Browse by category
See all 47 resources →Retirement Accounts
IRAs, 401(k)s, Roth conversions, and rollovers — where your nest egg lives.
12 resourcesInvesting
Index funds, brokerages, and asset allocation for the long haul.
7 resourcesSocial Security
Benefits, claiming strategies, and official estimators.
3 resourcesBudgeting & Saving
Cash flow, emergency funds, and getting more into savings.
7 resourcesInsurance & Annuities
Medicare, long-term care, and guaranteed-income products.
4 resourcesEstate Planning
Wills, trusts, beneficiaries, and passing wealth on cleanly.
4 resourcesCalculators & Tools
Planners and estimators to pressure-test your retirement math.
5 resourcesFinancial Advisors
Find a fee-only fiduciary who works for you, not a sales desk.
5 resources
🧮 Free retirement calculators
Project your nest egg, find your target number, and see how contributions compound — all in your browser.
Featured resources
Bogleheads Forum
One of the best free communities for sensible, low-cost, long-term investing.
View details →Bogleheads — Three-Fund Portfolio
The classic low-cost, diversified portfolio of three total-market index funds, explained plainly.
View details →CFPB — Building an Emergency Fund
Government consumer guide to setting a target, choosing where to keep it, and building the habit.
View details →IRS Publication 554 — Tax Guide for Seniors
The IRS's plain-language guide to how retirement income, credits, and deductions are taxed for older adults.
View details →IRS Publication 590-B — Inherited IRAs
The IRS rules for beneficiaries of IRAs, including inherited-IRA distribution options and the 10-year rule.
View details →IRS Publication 969 — HSAs
The official rules on Health Savings Account eligibility, contribution limits, and tax treatment.
View details →IRS — Retirement Plans
The official rules on IRAs, 401(k)s, contribution limits, and required minimum distributions.
View details →IRS — Rollovers of Retirement Plan & IRA Distributions
Official IRS rules on moving money between 401(k)s and IRAs without triggering taxes, including the 60-day rule.
View details →Medicare.gov
Compare plans, check coverage, and enroll — the official Medicare site.
View details →Medicare Plan Finder
Compare and enroll in Medicare Advantage and drug plans in your area.
View details →NAPFA — Fee-Only Advisors
Directory of fee-only fiduciary advisors who take no commissions.
View details →Open Social Security
A free, open-source calculator for the mathematically optimal time to claim.
View details →PBGC — Pension Benefit Guaranty Corp.
The federal agency that insures private-sector defined-benefit pensions; look up your plan and benefits here.
View details →Retirement Eagle Calculators
Our own free, private retirement calculators — the math runs in your browser.
View details →Social Security Administration
Create a my Social Security account to view your benefits and earnings record.
View details →
Latest guides
All articles →Required Minimum Distributions (RMDs) Explained
What RMDs are, the age they start, how they're calculated, which accounts they apply to, and the steep penalty for missing one — in plain English, with IRS sources.
Retirement Planning for Lawyers & Attorneys
Retirement planning for lawyers: how to handle a high income, a late start with student debt, and the firm structures — associate, partner, solo — that decide which plans (401(k), cash-balance, solo 401(k)) fit.
Free Retirement Calculators & Tools: FINRA, SSA, Portfolio & Savings-Goal
A guide to the best free retirement calculators and tools — savings-goal, portfolio analyzer, compound interest, plus the official SSA and FINRA tools — and when to use each.