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.
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Things to consider before retirement.
What role would taxes play in your investment decisions?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
For many, retirement includes contributing their time and talents to an organization in need.
To choose a plan, it’s important to ask yourself four key questions.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Taking your Social Security benefits at the right time may help maximize your benefit.
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.