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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Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
How does your ideal retirement differ from reality, and what can we do to better align the two?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
A couple become Retirement Plan Detectives, searching records from old employers.
When should you take your Social Security benefit?