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.
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Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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.
Knowing the rules may help you decide when to start benefits.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?