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.
Have A Question About This Topic?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
This checklist can give you a quick snapshot of how prepared you are.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
This calculator can help you estimate how much you may need to save for retirement.
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).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When should you take your Social Security benefit?
A couple become Retirement Plan Detectives, searching records from old employers.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
When you retire, how will you treat your next chapter?