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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Here's one strategy that combines two different annuities to generate income and rebuild principal.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
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.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
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?
Here are five facts about Social Security that might surprise you.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.