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?
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
This attention-grabbing infographic covers retirement topics you may not have considered.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Beware of these traps that could upend your retirement.
To choose a plan, it’s important to ask yourself four key questions.
Knowing the rules may help you decide when to start benefits.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Why are 401(k) plans, annuities, and IRAs so popular?
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.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.
Taking your Social Security benefits at the right time may help maximize your benefit.