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.
Here are five facts about Social Security that might surprise you.
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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This checklist can give you a quick snapshot of how prepared you are.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?
For women, retirement strategy is a long race. It’s helpful to know the route.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Imagine your ideal post-pandemic retirement with this animated video.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.