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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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When to start? Should I continue to work? How can I maximize my benefit?
Calculating your potential Social Security benefit is a three-step process.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Explore the growing influence women wield over the economy with this handy infographic.
Learn how to address the challenges that women face when planning for retirement.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Make your retirement as exciting as your next vacation.
Around the country, attitudes about retirement are shifting.
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
For women, retirement strategy is a long race. It’s helpful to know the route.
Taking your Social Security benefits at the right time may help maximize your benefit.