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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Things to consider before retirement.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Lifestyle considerations in creating your retirement portfolio.
What's your vision of 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).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Taking your Social Security benefits at the right time may help maximize your benefit.
For women, retirement strategy is a long race. It’s helpful to know the route.
A bucket plan can help you be better prepared for a comfortable retirement.