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.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Calculating your potential Social Security benefit is a three-step process.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Retirement choices can be intimidating. Picking the right strategy.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
A couple become Retirement Plan Detectives, searching records from old employers.
Taking your Social Security benefits at the right time may help maximize your benefit.
For women, retirement strategy is a long race. It’s helpful to know the route.