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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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What role would taxes play in your investment decisions?
Tips and strategies for women approaching retirement to ensure a smooth transition.
This short, informative article teaches the basics of the FIRE movement.
How Medicare can address health care needs in your retirement strategy.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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).
This calculator can help you estimate how much you may need to save for retirement.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
This video discusses issues related to your retirement accounts when you move on from your job.
A bucket plan can help you be better prepared for a comfortable retirement.
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 couple become Retirement Plan Detectives, searching records from old employers.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.