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.
Regardless of how you approach retirement, there are some things about it that might surprise you.
It's important to make sure your retirement strategy anticipates health-care expenses.
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.
Lifestyle considerations in creating your retirement portfolio.
How Medicare can address health care needs in your retirement strategy.
Looking ahead can help you conquer these unique obstacles.
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 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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Imagine your ideal post-pandemic retirement with this animated video.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
For women, retirement strategy is a long race. It’s helpful to know the route.