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.
Have A Question About This Topic?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn how to address the challenges that women face when planning for retirement.
A change in your mindset during retirement may drive changes to your portfolio.
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.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Lifestyle considerations in creating your retirement portfolio.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Why are 401(k) plans, annuities, and IRAs so popular?
Imagine your ideal post-pandemic retirement with this animated video.
When you retire, how will you treat your next chapter?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking your Social Security benefits at the right time may help maximize your benefit.
How does your ideal retirement differ from reality, and what can we do to better align the two?