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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The uncertainties we face in retirement can erode our sense of confidence.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
How Medicare can address health care needs in your retirement strategy.
To choose a plan, it’s important to ask yourself four key questions.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
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).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Make your retirement as exciting as your next vacation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.