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.
A couple become Retirement Plan Detectives, searching records from old employers.
A change in your mindset during retirement may drive changes to your portfolio.
Explore these must-ask questions for pursuing and living out your dream retirement.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
There are three things to consider before dipping into retirement savings to pay for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.