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.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
What role would taxes play in your investment decisions?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This attention-grabbing infographic covers retirement topics you may not have considered.
What's your vision of retirement?
Key questions to answer when you are considering retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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 much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
When should you take your Social Security benefit?
How does your ideal retirement differ from reality, and what can we do to better align the two?
What does your home really cost?
Doing your research is key before buying a vacation home.
A couple become Retirement Plan Detectives, searching records from old employers.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?