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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Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
To choose a plan, it’s important to ask yourself four key questions.
Knowing the rules may help you decide when to start benefits.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?
For women, retirement strategy is a long race. It’s helpful to know the route.
Make your retirement as exciting as your next vacation.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Taking your Social Security benefits at the right time may help maximize your benefit.