Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
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For many, retirement includes contributing their time and talents to an organization in need.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The road to retirement can be challenging, but avoiding the mistakes made by those who have traveled before.
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Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Here are five facts about Social Security that might surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A lot can happen in the course of a year.
There’s an alarming difference between perception and reality for current and future retirees.
Planning your financial future is a journey you don’t have to walk alone.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.