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.
For women, retirement strategy is a long race. It’s helpful to know the route.
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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.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
When to start? Should I continue to work? How can I maximize my benefit?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Doing your research is key before buying a vacation home.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?