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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Have A Question About This Topic?
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
This checklist can give you a quick snapshot of how prepared you are.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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 your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?