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.
Taking your Social Security benefits at the right time may help maximize your benefit.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
There are things about Social Security that might surprise you.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
For women, retirement strategy is a long race. It’s helpful to know the route.
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.