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.
Have A Question About This Topic?
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Why are they made again and again? Making sense of these errors in judgement.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
For many, retirement includes contributing their time and talents to an organization in need.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When should you take your Social Security benefit?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A couple become Retirement Plan Detectives, searching records from old employers.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.