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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Retirement choices can be intimidating. Picking the right strategy.
Calculating your potential Social Security benefit is a three-step process.
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.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Make your retirement as exciting as your next vacation.
For women, retirement strategy is a long race. It’s helpful to know the route.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
What does your home really cost?
Imagine your ideal post-pandemic retirement with this animated video.