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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Knowing the rules may help you decide when to start benefits.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When you retire, how will you treat your next chapter?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
How does your ideal retirement differ from reality, and what can we do to better align the two?