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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Have A Question About This Topic?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This checklist can give you a quick snapshot of how prepared you are.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
A change in your mindset during retirement may drive changes to your portfolio.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
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.
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).
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
When should you take your Social Security benefit?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
A bucket plan can help you be better prepared for a comfortable retirement.