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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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To choose a plan, it’s important to ask yourself four key questions.
It's important to make sure your retirement strategy anticipates health-care expenses.
When to start? Should I continue to work? How can I maximize my benefit?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The earlier you start pursuing financial goals, the better your outcome may be.
How Medicare can address health care needs in your retirement strategy.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Here are five facts about Social Security that might surprise you.
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?
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
Explaining the SECURE Act and how the changes affect your retirement strategy.