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.
When you retire, deciding which money to use first can be critical to your long-term financial outlook.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Rightsizing for Retirement
What does your home really cost?
To choose a plan, it’s important to ask yourself four key questions.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Regardless of how you approach retirement, there are some things about it that might surprise you.
It's important to make sure your retirement strategy anticipates health-care expenses.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
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 calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Around the country, attitudes about retirement are shifting.
When you retire, how will you treat your next chapter?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
A couple become Retirement Plan Detectives, searching records from old employers.
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.