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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Things to consider before retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This checklist can give you a quick snapshot of how prepared you are.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
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.
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.
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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
There are three things to consider before dipping into retirement savings to pay for college.
When should you take your Social Security benefit?
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn about what risk tolerance really means in this helpful and insightful video.