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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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To choose a plan, it’s important to ask yourself four key questions.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here are five facts about Social Security that are important to keep in mind.
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.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
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.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.