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.
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Here are five facts about Social Security that are important to keep in mind.
Calculating your potential Social Security benefit is a three-step process.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Get ready to celebrate your financial birthdays in this informative infographic.
Regardless of how you approach retirement, there are some things about it that might surprise you.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
This video discusses issues related to your retirement accounts when you move on from your job.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at 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?