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.
Have A Question About This Topic?
Regardless of how you approach retirement, there are some things about it that might surprise you.
There are common mistakes you can avoid when saving for retirement.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
There’s an alarming difference between perception and reality for current and future retirees.
This short video illustrates the importance of understanding sequence of returns risk.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
This video discusses issues related to your retirement accounts when you move on from your job.
What does your home really cost?