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 portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have A Question About This Topic?
To choose a plan, it’s important to ask yourself four key questions.
When to start? Should I continue to work? How can I maximize my benefit?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What's your vision of retirement?
It's important to make sure your retirement strategy anticipates health-care expenses.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Why are 401(k) plans, annuities, and IRAs so popular?
Imagine your ideal post-pandemic retirement with this animated video.