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.
When should you take your Social Security benefit?
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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.
What role would taxes play in your investment decisions?
A look at the new, record-high retirement contribution limits from the IRS.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
A couple become Retirement Plan Detectives, searching records from old employers.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.