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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here are 5 reason why you may consider working through retirement.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Make your retirement as exciting as your next vacation.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.