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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Have A Question About This Topic?
One of the most common questions people ask about Social Security is when they should start taking benefits.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Learn how to address the challenges that women face when planning for retirement.
What role would taxes play in your investment decisions?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.
When you retire, how will you treat your next chapter?
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.