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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Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
This early financial decision could prove helpful over time.
Key questions to answer when you are considering retirement.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When you retire, how will you treat your next chapter?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
For women, retirement strategy is a long race. It’s helpful to know the route.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.