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.
For women, retirement strategy is a long race. It’s helpful to know the route.
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Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Here are five facts about Social Security that are important to keep in mind.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
There’s an alarming difference between perception and reality for current and future retirees.
Doing your research is key before buying a vacation home.
A couple become Retirement Plan Detectives, searching records from old employers.