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.
There are three things to consider before dipping into retirement savings to pay for college.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
This early financial decision could prove helpful over time.
How Medicare can address health care needs in your retirement strategy.
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.
The uncertainties we face in retirement can erode our sense of confidence.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Explore the growing influence women wield over the economy with this handy infographic.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
For women, retirement strategy is a long race. It’s helpful to know the route.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.