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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Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Lifestyle considerations in creating your retirement portfolio.
To choose a plan, it’s important to ask yourself four key questions.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Key questions to answer when you are considering retirement.
Estimate your monthly and annual income from various IRA types.
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.
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).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
For women, retirement strategy is a long race. It’s helpful to know the route.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Taking your Social Security benefits at the right time may help maximize your benefit.
When should you take your Social Security benefit?
Doing your research is key before buying a vacation home.
This video discusses issues related to your retirement accounts when you move on from your job.