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.
A couple become Retirement Plan Detectives, searching records from old employers.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When it comes to generational differences, knowing the facts can be difficult.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
What does your home really cost?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Around the country, attitudes about retirement are shifting.
Taking your Social Security benefits at the right time may help maximize your benefit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.