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.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Rightsizing for Retirement
What does your home really cost?
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Beware of these traps that could upend your retirement.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Why are they made again and again? Making sense of these errors in judgement.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
A couple become Retirement Plan Detectives, searching records from old employers.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A bucket plan can help you be better prepared for a comfortable 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?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.