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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There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Knowing the rules may help you decide when to start benefits.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There’s an alarming difference between perception and reality for current and future retirees.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A couple become Retirement Plan Detectives, searching records from old employers.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.