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.
Have A Question About This Topic?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
What's your vision of retirement?
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Learn how to address the challenges that women face when planning for retirement.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This short video illustrates the importance of understanding sequence of returns risk.
When should you take your Social Security benefit?
Learn about what risk tolerance really means in this helpful and insightful 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?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?