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.
Here are five facts about Social Security that might surprise you.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Looking ahead can help you conquer these unique obstacles.
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.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A couple become Retirement Plan Detectives, searching records from old employers.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Doing your research is key before buying a vacation home.
A bucket plan can help you be better prepared for a comfortable retirement.