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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Have A Question About This Topic?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
A couple become Retirement Plan Detectives, searching records from old employers.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.