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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How Medicare can address health care needs in your retirement strategy.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Did you know that your savings can compound over time?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A timeline covering a few of the major provisions of the SECURE Act 2.0.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
What does your home really cost?
How does your ideal retirement differ from reality, and what can we do to better align the two?
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?
Doing your research is key before buying a vacation home.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?