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.
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Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
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.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.