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.
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Key questions to answer when you are considering retirement.
Are women prepared for a 20-year retirement?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Tips and strategies for women approaching retirement to ensure a smooth transition.
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Learn about what risk tolerance really means in this helpful and insightful video.
Here are five facts about Social Security that might surprise you.
This short video illustrates the importance of understanding sequence of returns risk.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
For women, retirement strategy is a long race. It’s helpful to know the route.