Financial & Retirement Planning Tools
The AIA Trust offers resources to assist AIA Members with challenging financial and retirement decisions.
Financial Planning Guide – Determine your financial planning needs, with suggested timelines, asset allocation, retirement products and various types of insurance to consider.
Financial Planning Online Tool – 360 Degrees to Financial Literacy developed by the AICPA, provides personalized tools and information to better manage your finances and make intelligent financial decisions. Content on the site is organized by 10 life stages, from Teens to Retirees, with 13 key topics, including Credit & Debit and Home Ownership, to identify easily the resources most useful for your financial situation.
Guidance on how to start a business, decide on a structure, write your business plan, and analyze your financial needs – available free of charge from the US Small Business Administration. Click here to get started.
Retirement Planning Checklist – Retirement planning can be complicated so breaking it up into steps and a retirement checklist helps you focus on key decisions you need to make at each stage. By Rande Spiegelman CPA, CFP®, Schwab Center for Financial Research (April 23, 2012)
Retirement Planning Presentation – A recent presentation to AIA Component Executives reviewed important facts about retirement while exploring several case studies. An online calculator and various decision points were discussed in order to help formulate a plan for getting started. You can utilize the online calculator by clicking here.
Retirement Plan Worksheets – The booklet, Keys to Planning a Happy Retirement, provides worksheets for you to calculate your own personal retirement plan.
Timely Articles about planning and preparing for retirement from the AIA Trust newsletter, Managing Your Risks.
Understanding Fiduciary Roles Webinar – For an overview of the roles and responsibilities of a fiduciary in the operation of a retirement plan, click here to watch a 12-minute on-demand webinar: Understanding Fiduciary Roles.