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 financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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Here are five facts about Social Security that are important to keep in mind.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How Medicare can address health care needs in your retirement strategy.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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.
This calculator can help you estimate how much you may need to save for retirement.
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.
Estimate your monthly and annual income from various IRA types.
This video discusses issues related to your retirement accounts when you move on from your job.
Doing your research is key before buying a vacation home.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.