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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Here's one strategy that combines two different annuities to generate income and rebuild principal.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Things to consider before retirement.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Knowing the rules may help you decide when to start benefits.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
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.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Doing your research is key before buying a vacation home.
A bucket plan can help you be better prepared for a comfortable retirement.
A couple become Retirement Plan Detectives, searching records from old employers.
There’s an alarming difference between perception and reality for current and future retirees.
Want to do more with your wealth? You might want to consider creating a charitable foundation.