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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Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This investment account question is vital and answered as early as possible.
Knowing the rules may help you decide when to start benefits.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Retirement choices can be intimidating. Picking the right strategy.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
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).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
When should you take your Social Security benefit?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
For women, retirement strategy is a long race. It’s helpful to know the route.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
When you retire, how will you treat your next chapter?