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.
Have A Question About This Topic?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What does your home really cost?
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.