Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
When you retire, how will you treat your next chapter?
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To choose a plan, it’s important to ask yourself four key questions.
There are common mistakes you can avoid when saving for retirement.
How Medicare can address health care needs in your retirement strategy.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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 much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Taking your Social Security benefits at the right time may help maximize your benefit.
There’s an alarming difference between perception and reality for current and future retirees.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Why are 401(k) plans, annuities, and IRAs so popular?
A bucket plan can help you be better prepared for a comfortable retirement.