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.
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Monthly Social Security payments differ substantially depending on when you start receiving benefits.
There are common mistakes you can avoid when saving for retirement.
Key questions to answer when you are considering retirement.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
This early financial decision could prove helpful over time.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.