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.
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When it comes to generational differences, knowing the facts can be difficult.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
What's your vision of retirement?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here are five facts about Social Security that might surprise you.
When should you take your Social Security benefit?
Doing your research is key before buying a vacation home.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.