Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
For many, retirement includes contributing their time and talents to an organization in need.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?
Make your retirement as exciting as your next vacation.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.