Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
9 Facts About Social Security
There are things about Social Security that might surprise you.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Knowing the rules may help you decide when to start benefits.
To choose a plan, it’s important to ask yourself four key questions.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
What does your home really cost?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There’s an alarming difference between perception and reality for current and future retirees.
For women, retirement strategy is a long race. It’s helpful to know the route.
There are three things to consider before dipping into retirement savings to pay for college.