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.
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Around the country, attitudes about retirement are shifting.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
A change in your mindset during retirement may drive changes to your portfolio.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Knowing the rules may help you decide when to start benefits.
However exciting retiring abroad may sound, it deserves considerable planning.
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 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.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Here are five facts about Social Security that might surprise you.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
For women, retirement strategy is a long race. It’s helpful to know the route.
Make your retirement as exciting as your next vacation.