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.
Here are five facts about Social Security that might surprise you.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
To choose a plan, it’s important to ask yourself four key questions.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Things to consider before retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Estimate your monthly and annual income from various IRA types.
When should you take your Social Security benefit?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.