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.
A couple become Retirement Plan Detectives, searching records from old employers.
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How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Here are ten key steps to help improve your financial health and make the most of your retirement years.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
There are things about Social Security that might surprise you.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
For many, retirement includes contributing their time and talents to an organization in need.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
What does your home really cost?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.