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.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
This checklist can give you a quick snapshot of how prepared you are.
This early financial decision could prove helpful over time.
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.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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.
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.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Taking your Social Security benefits at the right time may help maximize your benefit.