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.
A couple become Retirement Plan Detectives, searching records from old employers.
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Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
A change in your mindset during retirement may drive changes to your portfolio.
Retirement choices can be intimidating. Picking the right strategy.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
What does your home really cost?
When you retire, how will you treat your next chapter?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
For women, retirement strategy is a long race. It’s helpful to know the route.
Why are 401(k) plans, annuities, and IRAs so popular?