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.
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Things to consider before retirement.
Key questions to answer when you are considering retirement.
Lifestyle considerations in creating your retirement portfolio.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Here are five facts about Social Security that might surprise you.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When you retire, how will you treat your next chapter?
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?