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.
Taking your Social Security benefits at the right time may help maximize your benefit.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn about the benefits and requirements of opening a Roth IRA for kids.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The earlier you start pursuing financial goals, the better your outcome may be.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
To choose a plan, it’s important to ask yourself four key questions.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
This video discusses issues related to your retirement accounts when you move on from your job.
Here are five facts about Social Security that might surprise you.
For women, retirement strategy is a long race. It’s helpful to know the route.
Around the country, attitudes about retirement are shifting.