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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Calculating your potential Social Security benefit is a three-step process.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
It's important to make sure your retirement strategy anticipates health-care expenses.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
A timeline covering a few of the major provisions of the SECURE Act 2.0.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator can help you estimate how much you may need to save for retirement.
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.
For women, retirement strategy is a long race. It’s helpful to know the route.
There’s an alarming difference between perception and reality for current and future retirees.
How does your ideal retirement differ from reality, and what can we do to better align the two?
This video discusses issues related to your retirement accounts when you move on from your job.