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.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A change in your mindset during retirement may drive changes to your portfolio.
Why are they made again and again? Making sense of these errors in judgement.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
What role would taxes play in your investment decisions?
There are common mistakes you can avoid when saving for retirement.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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).
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Imagine your ideal post-pandemic retirement with this animated video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
Doing your research is key before buying a vacation home.