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 three things to consider before dipping into retirement savings to pay for college.
Have A Question About This Topic?
To choose a plan, it’s important to ask yourself four key questions.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Here are five facts about Social Security that might surprise you.