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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Regardless of how you approach retirement, there are some things about it that might surprise you.
A look at the new, record-high retirement contribution limits from the IRS.
Things to consider before retirement.
Lifestyle considerations in creating your retirement portfolio.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This checklist can give you a quick snapshot of how prepared you are.
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.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
When should you take your Social Security benefit?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?