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.
Make your retirement as exciting as your next vacation.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that are important to keep in mind.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Lifestyle considerations in creating your retirement portfolio.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This investment account question is vital and answered as early as possible.
This calculator can help you estimate how much you may need to save for retirement.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Here are five facts about Social Security that might surprise you.
For women, retirement strategy is a long race. It’s helpful to know the route.
Taking your Social Security benefits at the right time may help maximize your benefit.
Why are 401(k) plans, annuities, and IRAs so popular?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Around the country, attitudes about retirement are shifting.