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.
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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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
To choose a plan, it’s important to ask yourself four key questions.
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 the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A bucket plan can help you be better prepared for a comfortable retirement.
When you retire, how will you treat your next chapter?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Doing your research is key before buying a vacation home.
How does your ideal retirement differ from reality, and what can we do to better align the two?