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.
A couple become Retirement Plan Detectives, searching records from old employers.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
It's important to make sure your retirement strategy anticipates health-care expenses.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Calculating your potential Social Security benefit is a three-step process.
Retirement choices can be intimidating. Picking the right strategy.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Around the country, attitudes about retirement are shifting.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
For women, retirement strategy is a long race. It’s helpful to know the route.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.