Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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Taking regular, periodic withdrawals during retirement can be quite problematic.
Calculating your potential Social Security benefit is a three-step process.
When it comes to generational differences, knowing the facts can be difficult.
Learn how to address the challenges that women face when planning for retirement.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
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).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Imagine your ideal post-pandemic retirement with this animated video.
For women, retirement strategy is a long race. It’s helpful to know the route.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking your Social Security benefits at the right time may help maximize your benefit.