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.
A bucket plan can help you be better prepared for a comfortable retirement.
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Here's one strategy that combines two different annuities to generate income and rebuild principal.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The earlier you start pursuing financial goals, the better your outcome may be.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When you retire, how will you treat your next chapter?
Here are five facts about Social Security that might surprise you.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.