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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
To choose a plan, it’s important to ask yourself four key questions.
Retirement choices can be intimidating. Picking the right strategy.
Calculating your potential Social Security benefit is a three-step process.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
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.
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.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
How does your ideal retirement differ from reality, and what can we do to better align the two?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?