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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
One of the most common questions people ask about Social Security is when they should start taking benefits.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
This investment account question is vital and answered as early as possible.
What role would taxes play in your investment decisions?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.