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.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn about what risk tolerance really means in this helpful and insightful video.
Here are five facts about Social Security that might surprise you.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.