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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Make your retirement as exciting as your next vacation.
A bucket plan can help you be better prepared for a comfortable retirement.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Taking your Social Security benefits at the right time may help maximize your benefit.