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.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Calculating your potential Social Security benefit is a three-step process.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are things about Social Security that might surprise you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Around the country, attitudes about retirement are shifting.
Doing your research is key before buying a vacation home.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?