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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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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.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How Medicare can address health care needs in your retirement strategy.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
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.
When you retire, how will you treat your next chapter?
For women, retirement strategy is a long race. It’s helpful to know the route.
There’s an alarming difference between perception and reality for current and future retirees.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.