PlanSMART
Planning your personal finances, especially building a secure retirement, is something that many of us put off. However, no matter where you are in your career — just entering the workforce or close to retiring — creating and maintaining a good financial plan is relatively easy, and is key to meeting your financial goals. The following resources can help guide you.
Save for Retirement
- Learn More About 457 Plans
Watch this video series to learn how 457 plans can play a key role in a public sector employee's retirement plan.
- Roth IRA or 457 Deferred Compensation Plan?
Learn how a 457 plan and a Roth IRA compare and how each complements the other! (Also, stay current on changing Roth IRA Conversion rules.)
- Saving Toward Your Retirement Dreams
Need a more comprehensive understanding of what public sector employees should consider in planning their retirement?
Transition into Retirement
- Action Items Checklist
Near retirement? Review this checklist for steps to take to ensure your personal financial house is in order.
- Reaching Your Dreams Retiree Guide
View these 10 critical questions to help ensure your transition into a new phase of life is a successful one.
Invest for Retirement
- Investing Basics
View this video series to learn the basic concepts that investors should consider.
- Building Your Portfolio: A Guide to Risk & Asset Allocation
Take the next step: determine how much risk you should take and how to begin selecting your investments.
- Investing for Retirement Guide
Need a more thorough understanding of investing concepts, terms, and strategies?
Learn more about investing for retirement and how ICMA-RC can help you InvestSMART.
Organize Your Finances
- Personal Financial Database
Download this file to your computer; then fill it out and save it, providing a single listing of common financial records.
- Tools & Calculators
Receive projections on financial goals ranging from budgeting to credit and debt to saving to retirement planning.