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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
This short, informative article teaches the basics of the FIRE movement.
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
How Medicare can address health care needs in your retirement strategy.
This attention-grabbing infographic covers retirement topics you may not have considered.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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 your monthly and annual income from various IRA types.
Around the country, attitudes about retirement are shifting.
Doing your research is key before buying a vacation home.
A bucket plan can help you be better prepared for a comfortable retirement.
This short video illustrates the importance of understanding sequence of returns risk.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
There are three things to consider before dipping into retirement savings to pay for college.