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.
There’s an alarming difference between perception and reality for current and future retirees.
How Medicare can address health care needs in your retirement strategy.
This investment account question is vital and answered as early as possible.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When to start? Should I continue to work? How can I maximize my benefit?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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 can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Here are five facts about Social Security that might surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
A bucket plan can help you be better prepared for a comfortable retirement.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.