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 bucket plan can help you be better prepared for a comfortable retirement.
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Things to consider before retirement.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The earlier you start pursuing financial goals, the better your outcome may be.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
To choose a plan, it’s important to ask yourself four key questions.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator may help you estimate how long funds may last given regular withdrawals.
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).
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
This video discusses issues related to your retirement accounts when you move on from your job.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?