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.
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Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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.
Regardless of how you approach retirement, there are some things about it that might surprise you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are things about Social Security that might surprise you.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Doing your research is key before buying a vacation home.
Taking your Social Security benefits at the right time may help maximize your benefit.
Want to do more with your wealth? You might want to consider creating a charitable foundation.