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.
Have A Question About This Topic?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Lifestyle considerations in creating your retirement portfolio.
What role would taxes play in your investment decisions?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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 may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
For women, retirement strategy is a long race. It’s helpful to know the route.
Learn about what risk tolerance really means in this helpful and insightful video.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How does your ideal retirement differ from reality, and what can we do to better align the two?