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’s an alarming difference between perception and reality for current and future retirees.
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Taking regular, periodic withdrawals during retirement can be quite problematic.
Here are five facts about Social Security that are important to keep in mind.
To choose a plan, it’s important to ask yourself four key questions.
Even low inflation rates over an extended period of time can impact your finances in retirement.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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).
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Here are five facts about Social Security that might surprise you.
Explaining the SECURE Act and how the changes affect your retirement strategy.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Why are 401(k) plans, annuities, and IRAs so popular?