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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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Regardless of how you approach retirement, there are some things about it that might surprise you.
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.
Beware of these traps that could upend your retirement.
It's important to make sure your retirement strategy anticipates health-care expenses.
Knowing the rules may help you decide when to start benefits.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn about what risk tolerance really means in this helpful and insightful video.
For women, retirement strategy is a long race. It’s helpful to know the route.
When you retire, how will you treat your next chapter?
A bucket plan can help you be better prepared for a comfortable retirement.