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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Have A Question About This Topic?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
It's important to make sure your retirement strategy anticipates health-care expenses.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
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.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A couple become Retirement Plan Detectives, searching records from old employers.
Here are five facts about Social Security that might surprise you.
Learn about what risk tolerance really means in this helpful and insightful video.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.