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.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Taking regular, periodic withdrawals during retirement can be quite problematic.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
To choose a plan, it’s important to ask yourself four key questions.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
This calculator can help you estimate how much you may need to save for retirement.
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.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
When you retire, how will you treat your next chapter?
Doing your research is key before buying a vacation home.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
This video discusses issues related to your retirement accounts when you move on from your job.