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?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
What role would taxes play in your investment decisions?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are common mistakes you can avoid when saving for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
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.
This calculator can help you estimate how much you may need to save for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
Imagine your ideal post-pandemic retirement with this animated video.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A bucket plan can help you be better prepared for a comfortable retirement.