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.
Taking your Social Security benefits at the right time may help maximize your benefit.
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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Calculating your potential Social Security benefit is a three-step process.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
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 how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.