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.
Here are five facts about Social Security that might surprise you.
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There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
This checklist can give you a quick snapshot of how prepared you are.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When you retire, how will you treat your next chapter?
Taking your Social Security benefits at the right time may help maximize your benefit.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.