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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Have A Question About This Topic?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Here are five facts about Social Security that might surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.