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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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For many, retirement includes contributing their time and talents to an organization in need.
This checklist can give you a quick snapshot of how prepared you are.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When to start? Should I continue to work? How can I maximize my benefit?
What role would taxes play in your investment decisions?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
There’s an alarming difference between perception and reality for current and future retirees.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Why are 401(k) plans, annuities, and IRAs so popular?
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.