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.
This short video illustrates the importance of understanding sequence of returns risk.
Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
How Medicare can address health care needs in your retirement strategy.
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
A bucket plan can help you be better prepared for a comfortable retirement.
For women, retirement strategy is a long race. It’s helpful to know the route.