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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
How Retirement Spending Changes With Time
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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Are women prepared for a 20-year retirement?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Calculating your potential Social Security benefit is a three-step process.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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).
Why are 401(k) plans, annuities, and IRAs so popular?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
For women, retirement strategy is a long race. It’s helpful to know the route.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Around the country, attitudes about retirement are shifting.
When you retire, how will you treat your next chapter?