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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
It's important to make sure your retirement strategy anticipates health-care expenses.
How Medicare can address health care needs in your retirement strategy.
For many, retirement includes contributing their time and talents to an organization in need.
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.
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.
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 can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Taking your Social Security benefits at the right time may help maximize your benefit.
For women, retirement strategy is a long race. It’s helpful to know the route.
A bucket plan can help you be better prepared for a comfortable retirement.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Make your retirement as exciting as your next vacation.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.