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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Things to consider before retirement.
A change in your mindset during retirement may drive changes to your portfolio.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
To choose a plan, it’s important to ask yourself four key questions.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
A couple become Retirement Plan Detectives, searching records from old employers.
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.