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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When to start? Should I continue to work? How can I maximize my benefit?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are things about Social Security that might surprise you.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
For women, retirement strategy is a long race. It’s helpful to know the route.
Here are five facts about Social Security that might surprise you.
Around the country, attitudes about retirement are shifting.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.