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.
Here are five facts about Social Security that might surprise you.
Have A Question About This Topic?
One of the most common questions people ask about Social Security is when they should start taking benefits.
To choose a plan, it’s important to ask yourself four key questions.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
When to start? Should I continue to work? How can I maximize my benefit?
Taking regular, periodic withdrawals during retirement can be quite problematic.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
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.
Estimate your monthly and annual income from various IRA types.
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?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
Make your retirement as exciting as your next vacation.
When you retire, how will you treat your next chapter?