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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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
When to start? Should I continue to work? How can I maximize my benefit?
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.
Here are five facts about Social Security that are important to keep in mind.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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 may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Around the country, attitudes about retirement are shifting.
A bucket plan can help you be better prepared for a comfortable retirement.
Make your retirement as exciting as your next vacation.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are three things to consider before dipping into retirement savings to pay for college.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.