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.
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Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
When you retire, how will you treat your next chapter?
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.