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.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
There are things about Social Security that might surprise you.
Things to consider before retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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 compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
A couple become Retirement Plan Detectives, searching records from old employers.
What does your home really cost?
A bucket plan can help you be better prepared for a comfortable retirement.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When you retire, how will you treat your next chapter?
Want to do more with your wealth? You might want to consider creating a charitable foundation.