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.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Things to consider before retirement.
Are women prepared for a 20-year retirement?
How Medicare can address health care needs in your retirement strategy.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
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 employee contributions to a Roth 401(k) and a traditional 401(k).
For women, retirement strategy is a long race. It’s helpful to know the route.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
When you retire, how will you treat your next chapter?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
When should you take your Social Security benefit?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.