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.
Have A Question About This Topic?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Are women prepared for a 20-year retirement?
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn about what risk tolerance really means in this helpful and insightful video.