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.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Key questions to answer when you are considering retirement.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
How Medicare can address health care needs in your retirement strategy.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
A couple become Retirement Plan Detectives, searching records from old employers.
Here are five facts about Social Security that might surprise you.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?