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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
To choose a plan, it’s important to ask yourself four key questions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This checklist can give you a quick snapshot of how prepared you are.
This investment account question is vital and answered as early as possible.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
There’s an alarming difference between perception and reality for current and future retirees.
Learn about what risk tolerance really means in this helpful and insightful video.
When you retire, how will you treat your next chapter?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Doing your research is key before buying a vacation home.