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 portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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This checklist can give you a quick snapshot of how prepared you are.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
To choose a plan, it’s important to ask yourself four key questions.
Calculating your potential Social Security benefit is a three-step process.
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 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.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
When you retire, how will you treat your next chapter?
A couple become Retirement Plan Detectives, searching records from old employers.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Around the country, attitudes about retirement are shifting.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Want to do more with your wealth? You might want to consider creating a charitable foundation.