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.
Doing your research is key before buying a vacation home.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Rightsizing for Retirement
What does your home really cost?
What role would taxes play in your investment decisions?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A change in your mindset during retirement may drive changes to your portfolio.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This early financial decision could prove helpful over time.
What's your vision of retirement?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This short video illustrates the importance of understanding sequence of returns risk.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A bucket plan can help you be better prepared for a comfortable retirement.