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.
A bucket plan can help you be better prepared for a comfortable retirement.
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Here's one strategy that combines two different annuities to generate income and rebuild principal.
To choose a plan, it’s important to ask yourself four key questions.
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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.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Calculating your potential Social Security benefit is a three-step process.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Make your retirement as exciting as your next vacation.
Here are five facts about Social Security that might surprise you.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Doing your research is key before buying a vacation home.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.