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.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This checklist can give you a quick snapshot of how prepared you are.
Are women prepared for a 20-year retirement?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Make your retirement as exciting as your next vacation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When you retire, how will you treat your next chapter?
How does your ideal retirement differ from reality, and what can we do to better align the two?