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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How Medicare can address health care needs in your retirement strategy.
Are women prepared for a 20-year retirement?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Lifestyle considerations in creating your retirement portfolio.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Make your retirement as exciting as your next vacation.
Why are 401(k) plans, annuities, and IRAs so popular?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.