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.
This short video illustrates the importance of understanding sequence of returns risk.
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The earlier you start pursuing financial goals, the better your outcome may be.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Key questions to answer when you are considering retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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 your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
When you retire, how will you treat your next chapter?
Around the country, attitudes about retirement are shifting.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here are five facts about Social Security that might surprise you.
Doing your research is key before buying a vacation home.
Want to do more with your wealth? You might want to consider creating a charitable foundation.