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.
Doing your research is key before buying a vacation home.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Rightsizing for Retirement
What does your home really cost?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Calculating your potential Social Security benefit is a three-step process.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
How does your ideal retirement differ from reality, and what can we do to better align the two?
For women, retirement strategy is a long race. It’s helpful to know the route.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.