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.
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The earlier you start pursuing financial goals, the better your outcome may be.
This checklist can give you a quick snapshot of how prepared you are.
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When to start? Should I continue to work? How can I maximize my benefit?
Beware of these traps that could upend your retirement.
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
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.
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What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
This short video illustrates the importance of understanding sequence of returns risk.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Doing your research is key before buying a vacation home.