Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, 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.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Things to consider before retirement.
Are women prepared for a 20-year retirement?
Calculating your potential Social Security benefit is a three-step process.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
To choose a plan, it’s important to ask yourself four key questions.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
A bucket plan can help you be better prepared for a comfortable retirement.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?