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.
For women, retirement strategy is a long race. It’s helpful to know the route.
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Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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What's your vision of retirement?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator can help you estimate how much you may need to save for retirement.
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).
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A bucket plan can help you be better prepared for a comfortable retirement.
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.