Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
For women, retirement strategy is a long race. It’s helpful to know the route.
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Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
There are things about Social Security that might surprise you.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How does your ideal retirement differ from reality, and what can we do to better align the two?
There’s an alarming difference between perception and reality for current and future retirees.