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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What's your vision of retirement?
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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.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Knowing the rules may help you decide when to start benefits.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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How does your ideal retirement differ from reality, and what can we do to better align the two?
Make your retirement as exciting as your next vacation.
Here are five facts about Social Security that might surprise you.
For women, retirement strategy is a long race. It’s helpful to know the route.