• Social Security income. Quicken provides an estimate, that you can reduce. Will Social Security be around for me?
• Pensions (if you have a pension). Pension money is distributed to you monthly, usually from a plan sponsored by your employer. Note that a pension is not a 401(k) or 403(b).
  

What if my pension is paid in a lump sum? Don't enter it here. It's part of Other Income, next.

What about investments for retirement? Quicken automatically figures in distributions from your 401(k), IRA, and other tax-deferred investments, while applying distribution rules. What are the rules?

Retirement benefits	Edit

Previous

Next