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 growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Looking ahead can help you conquer these unique obstacles.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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.
When to start? Should I continue to work? How can I maximize my benefit?
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When you retire, how will you treat your next chapter?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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.
A bucket plan can help you be better prepared for a comfortable retirement.