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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Calculating your potential Social Security benefit is a three-step process.
What's your vision of retirement?
Have you considered the special tax treatment on company stock held in a 401(k) plan?
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
How Medicare can address health care needs in your retirement strategy.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Doing your research is key before buying a vacation home.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.