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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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Lifestyle considerations in creating your retirement portfolio.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Why are they made again and again? Making sense of these errors in judgement.
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.
Learn how to address the challenges that women face when planning for retirement.
When to start? Should I continue to work? How can I maximize my benefit?
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Around the country, attitudes about retirement are shifting.
Here are five facts about Social Security that might surprise you.
Make your retirement as exciting as your next vacation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?