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.
For women, retirement strategy is a long race. It’s helpful to know the route.
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How Medicare can address health care needs in your retirement strategy.
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.
Knowing the rules may help you decide when to start benefits.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
A bucket plan can help you be better prepared for a comfortable retirement.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Taking your Social Security benefits at the right time may help maximize your benefit.
When you retire, how will you treat your next chapter?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.