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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.
For women, retirement strategy is a long race. It’s helpful to know the route.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When you retire, how will you treat your next chapter?
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?