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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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What role would taxes play in your investment decisions?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Have you considered the special tax treatment on company stock held in a 401(k) plan?
This short, informative article teaches the basics of the FIRE movement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
What does your home really cost?
For women, retirement strategy is a long race. It’s helpful to know the route.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Doing your research is key before buying a vacation home.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.