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.
A bucket plan can help you be better prepared for a comfortable retirement.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Things to consider before retirement.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Key questions to answer when you are considering retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A couple become Retirement Plan Detectives, searching records from old employers.