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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Rightsizing for Retirement
What does your home really cost?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
There are common mistakes you can avoid when saving for retirement.
The earlier you start pursuing financial goals, the better your outcome may be.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
A change in your mindset during retirement may drive changes to your portfolio.
How Medicare can address health care needs in your retirement strategy.
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.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
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 employee contributions to a Roth 401(k) and a traditional 401(k).
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Here are five facts about Social Security that might surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.
Why are 401(k) plans, annuities, and IRAs so popular?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.