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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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
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.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A couple become Retirement Plan Detectives, searching records from old employers.
For women, retirement strategy is a long race. It’s helpful to know the route.
There are three things to consider before dipping into retirement savings to pay for college.
When should you take your Social Security benefit?