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.
A bucket plan can help you be better prepared for a comfortable retirement.
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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.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
A change in your mindset during retirement may drive changes to your portfolio.
Learn how to address the challenges that women face when planning for retirement.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
For women, retirement strategy is a long race. It’s helpful to know the route.
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.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Around the country, attitudes about retirement are shifting.