Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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This checklist can give you a quick snapshot of how prepared you are.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
To choose a plan, it’s important to ask yourself four key questions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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 how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
Women must be ready to spend, on average, more years in retirement than men.