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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have A Question About This Topic?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
How Medicare can address health care needs in your retirement strategy.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Lifestyle considerations in creating your retirement portfolio.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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 your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Doing your research is key before buying a vacation home.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
When should you take your Social Security benefit?