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.
Doing your research is key before buying a vacation home.
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Here are five facts about Social Security that are important to keep in mind.
A change in your mindset during retirement may drive changes to your portfolio.
What role would taxes play in your investment decisions?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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 much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Around the country, attitudes about retirement are shifting.
A couple become Retirement Plan Detectives, searching records from old employers.
When you retire, how will you treat your next chapter?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.