Managing Your Money in Retirement

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Managing Your Money in Retirement is a concise overview for new retirees, presented in three steps.  “Define Your Retirement Needs” emphasizes the everyday expenses needed to maintain one’s standard of living.  “Add Up What You Have” covers both regular sources of income and assets, such as savings and home equity.  “Decide What to Do” walks the reader through the planning process and suggests how to handle shortfalls.

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PDF of booklet

© 2011, by Trustees of Boston College, Center for Retirement Research. All rights reserved.