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.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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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.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
When you retire, how will you treat your next chapter?
Around the country, attitudes about retirement are shifting.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Imagine your ideal post-pandemic retirement with this animated video.
Why are 401(k) plans, annuities, and IRAs so popular?