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.
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Calculating your potential Social Security benefit is a three-step process.
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Lifestyle considerations in creating your retirement portfolio.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
It's important to make sure your retirement strategy anticipates health-care expenses.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.