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.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
This checklist can give you a quick snapshot of how prepared you are.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
A change in your mindset during retirement may drive changes to your portfolio.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Learn about what risk tolerance really means in this helpful and insightful video.