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Retirement Planning Resources

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Planning makes perfect.

Whether retirement is decades away or just around the corner, we can help. Start by using our retirement planning resources below.

 

Resource Articles

Unsure where to start?  Check out our library of timely and relevant articles.

Investing for the future

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Planning for retirement

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Making plans for my estate

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Guides and Checklists

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Retirement Planning Checklist

This checklist will guide you through essential steps, ensuring a comprehensive and well-organized approach to securing a financially stable and fulfilling retirement.

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Nearing Retirement Checklist

This checklist addresses key considerations, from financial preparations to lifestyle adjustments, ensuring a smooth transition into this significant life phase.

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Risk Tolerance Worksheet

This worksheet will assist you in evaluating and understanding your risk preferences, enabling you to make investment decisions alighed with your comfort level.

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Calculators

Investment Goal Calculator

Will you reach your investment goal? Input the variables below to determine how much your investment might grow before taxes, after taxes and after taxes and inflation. The calculator will also provide suggestions on what to change if your plan doesn’t look like it will meet your goal.

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Retirement Planner Calculator with Pension Income

How much should you save for retirement? Use this calculator to chart your path including pension income from you and your spouse. You may also include Social Security. To include the Social Security benefits of a non-employed spouse, clicked the “married” box. Read the detailed definitions for more information.

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Retirement Planner Calculator

How much should you save for retirement? Use this calculator to chart your path including current retirement savings and any additions you may have. You may also include Social Security. To include the Social Security benefits of a non-employed spouse, clicked the “married” box. Read the detailed definitions for more information.

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Retirement Planner with Taxes for a Deferred Retirement Savings Plan

Use this calculator to plan for retirement while taking into account the impact of taxes on your retirement savings. You can view your balance and your withdrawals for each year until the end of your retirement. You may also include Social Security. To include the Social Security benefits of a non-employed spouse, clicked the “married” box. Read the detailed definitions for more information.

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Retirement Shortfall Calculator

How long will your retirement savings last? One of the biggest risks to a comfortable retirement is running out of money too soon. This calculator helps you determine your projected shortfall or surplus at retirement. If your results project a shortfall, you might need to save more, earn a better rate of return or possibly delay your retirement.

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This calculator is provided for educational purposes only. The results are estimates that are based on information you provided, may include hypothetical product terms and features, and may not reflect Park National Bank product terms. Park National Bank does not guaranty the accuracy of the information. The information cannot be used to determine a customer or potential customer’s eligibility for a specific product or service. To the extent the calculator provides investment-related calculations, actual returns and principals values will vary.