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.
When you retire, how will you treat your next chapter?
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What role would taxes play in your investment decisions?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
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 employee contributions to a Roth 401(k) and a traditional 401(k).
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.