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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
What role would taxes play in your investment decisions?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Doing your research is key before buying a vacation home.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
Imagine your ideal post-pandemic retirement with this animated video.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Want to do more with your wealth? You might want to consider creating a charitable foundation.