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.
When should you take your Social Security benefit?
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Knowing the rules may help you decide when to start benefits.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What role would taxes play in your investment decisions?
Regardless of how you approach retirement, there are some things about it that might surprise you.
To choose a plan, it’s important to ask yourself four key questions.
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 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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Around the country, attitudes about retirement are shifting.
When you retire, how will you treat your next chapter?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Want to do more with your wealth? You might want to consider creating a charitable foundation.