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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Make your retirement as exciting as your next vacation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A bucket plan can help you be better prepared for a comfortable retirement.