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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
For many, retirement includes contributing their time and talents to an organization in need.
Lifestyle considerations in creating your retirement portfolio.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
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.
What does your home really cost?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
How does your ideal retirement differ from reality, and what can we do to better align the two?