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.
Why are 401(k) plans, annuities, and IRAs so popular?
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
It's important to make sure your retirement strategy anticipates health-care expenses.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Things to consider before retirement.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
Make your retirement as exciting as your next vacation.
When you retire, how will you treat your next chapter?
Learn about what risk tolerance really means in this helpful and insightful video.
There are three things to consider before dipping into retirement savings to pay for college.
Imagine your ideal post-pandemic retirement with this animated video.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.