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.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Things to consider before retirement.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
What's your vision of retirement?
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator may help you estimate how long funds may last given regular withdrawals.
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).
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Around the country, attitudes about retirement are shifting.
When you retire, how will you treat your next chapter?
A couple become Retirement Plan Detectives, searching records from old employers.
Doing your research is key before buying a vacation home.
For women, retirement strategy is a long race. It’s helpful to know the route.