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.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Have A Question About This Topic?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Key questions to answer when you are considering retirement.
It's important to make sure your retirement strategy anticipates health-care expenses.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
What role would taxes play in your investment decisions?
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
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.
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.
Doing your research is key before buying a vacation home.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When you retire, how will you treat your next chapter?
There’s an alarming difference between perception and reality for current and future retirees.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Here are five facts about Social Security that might surprise you.