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.
Why are 401(k) plans, annuities, and IRAs so popular?
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If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Around the country, attitudes about retirement are shifting.
Explaining the SECURE Act and how the changes affect your retirement strategy.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There’s an alarming difference between perception and reality for current and future retirees.
For women, retirement strategy is a long race. It’s helpful to know the route.