BUSINESSWEEK ONLINE : JULY 19, 1999 ISSUE
COVER STORY

Retirement Planning Resources


RETIREMENT PLANNING RESOURCES

BOOKS

Ernst & Young's Retirement Planning Guide, John Wiley & Sons, $16.95

Get a Financial Life, by Beth Kobliner, Simon & Schuster, $12

How to Retire Rich, by James O'Shaughnessy, Broadway Books, $13


The Complete Idiot's Guide to 401(k) Plans, by Wayne G. Bogosian and Dee Lee, Alpha Books, $17.95


GENERAL WEB SITES

American Savings Education Council (www.asec.org) -- Retirement Readiness quiz, Ballpark E$timator

Diversified Investment Advisors (www.divinvest.com)--Tools and advice from a 401(k) consultant

FinanCenter (www.financenter.com)--Dozens of loan, lease, investment, and retirement calculators

401Kafe (www.401kafe.com)--Basic advice from 401k Forum

InvestorGuide (www.investorguide.com/retirement.htm)--Links to IRA, 401(k), and pension resources

Longevity Game (www.northwesternmutual.com/games/longevity)--Estimate your life expectancy

Roth IRA Web Site (www.rothira.com)-Tax, retirement, and estate-planning strategies using Roth IRAs

MUTUAL-FUND SITES

Fidelity 401(k) (www.401k.com)

T. Rowe Price Retirement Planning Services (rps.troweprice.com/)

Vanguard Retirement Resource Center (majestic.vanguard.com/RRC/DA)

ONLINE PLANNING SOFTWARE

Financial Engines (www.financialengines.com) -- Free use of calculator. Subscribers ($14.95 per quarter) get specific advice on investing 401(k) funds

FinancialPlanAuditors.com (www.fplanauditors.com) -- Lets you work interactively with your financial planner to assess risks and return

Quicken.com Retirement Planner (www.quicken.com/retirement) -- Good, quick estimator can be linked with portfolio tracker

Vanguard NavigatorPlus (majestic4.vanguard.com/GUIDE/DA) -- Work online or download the software


SOFTWARE PACKAGES

Kiplinger's Net Wealth (www.Net-Wealth.com) ($29.95) -- Portfolio manager with planning tool

Microsoft Money99 Financial Suite ($64.95 list) -- Complete personal-finance package; 2000 version due in September

Quicken Suite 99 ($89.95 list) -- Complete personal-finance package, to be rolled into the cheaper Quicken Deluxe 2000 in September

T. Rowe Price Retirement Planning Analyzer -- Simple planner with asset allocations; $19.95 if ordered by phone (800 541-5760), or $9.95 if downloaded from www.troweprice.com



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RELATED ITEMS
Building The Best Retirement Plan

COVER IMAGE: How to Retire

TABLE: Retirement Planning Resources (extended)

CHART: Age 30: Should You Save for College or Retirement First?

CHART: Age 45: Lowering Risk Via Asset Allocation

CHART: Age 55: How Long Will Your Nest Egg Last?



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