Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
As our nation ages, many Americans are turning their attention to caring for aging parents.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Explaining the SECURE Act and how the changes affect your retirement strategy.
Around the country, attitudes about retirement are shifting.
Here are five facts about Social Security that might surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.