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.
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Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
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.
Are women prepared for a 20-year retirement?
One of the most common questions people ask about Social Security is when they should start taking benefits.
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 the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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 compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
When should you take your Social Security benefit?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What does your home really cost?
This short video illustrates the importance of understanding sequence of returns risk.
There’s an alarming difference between perception and reality for current and future retirees.