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 portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Ever Retire?
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 Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How does your ideal retirement differ from reality, and what can we do to better align the two?
A change in your mindset during retirement may drive changes to your portfolio.
There are common mistakes you can avoid when saving for retirement.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Regardless of how you approach retirement, there are some things about it that might surprise you.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Doing your research is key before buying a vacation home.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Taking your Social Security benefits at the right time may help maximize your benefit.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?