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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Retirement choices can be intimidating. Picking the right strategy.
This checklist can give you a quick snapshot of how prepared you are.
A change in your mindset during retirement may drive changes to your portfolio.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
What's your vision of retirement?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A couple become Retirement Plan Detectives, searching records from old employers.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?