Along with the decision to retire are a number of other important decisions regarding what investments are suitable for you and your family, your investment objectives, risk tolerance and investment time horizon.  Many retirees are unfamiliar and uneducated regarding these very important decisions.  Below are a number of links to information provided by government agencies, public advocacy groups and scholars dedicated to educating potential retirees and helping them make more informed decisions.


NASD Investor Alerts

NASD Investor Alert, “Look Before You Leave: Don't Be Misled By Early Retirement Investment Pitches That Promise Too Much,” September 14, 2006.


Public Advocacy Groups

American Association of Retired Persons (AARP) 

American Savings Education Council (ASEC) 


Government Agencies
 
Preparing for Retirement, from the Social Security Administration 

Taking the Mystery Out of Retirement Planning, from the U.S. Department of Labor 

Retirement Plans FAQs regarding Revenue Ruling 2002-62: An Explanation of 72(t) (from the IRS) 

Tax on Early Distributions from Retirement Plan, (from the IRS)


Scholarly Articles for Retirees

“Retirement Savings: Choosing a Withdrawal Rate That Is Sustainable”
By Philip L. Cooley, Carl M. Hubbard and Daniel T. Walz (also known as the Trinity Study) 




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