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.
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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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.
There are common mistakes you can avoid when saving for retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
However exciting retiring abroad may sound, it deserves considerable planning.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
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.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
When you retire, how will you treat your next chapter?
Taking your Social Security benefits at the right time may help maximize your benefit.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Make your retirement as exciting as your next vacation.