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.
Have A Question About This Topic?
This checklist can give you a quick snapshot of how prepared you are.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Lifestyle considerations in creating your retirement portfolio.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Around the country, attitudes about retirement are shifting.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Here are five facts about Social Security that might surprise you.