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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What your life will look like after you leave work.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
When you retire, how will you treat your next chapter?
Imagine your ideal post-pandemic retirement with this animated video.
Around the country, attitudes about retirement are shifting.
Taking your Social Security benefits at the right time may help maximize your benefit.