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.
Doing your research is key before buying a vacation home.
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Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Lifestyle considerations in creating your retirement portfolio.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
When you retire, how will you treat your next chapter?
There’s an alarming difference between perception and reality for current and future retirees.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.