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?
There are common mistakes you can avoid when saving for retirement.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
What role would taxes play in your investment decisions?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
What's your vision of retirement?
To choose a plan, it’s important to ask yourself four key questions.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
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 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).
Taking your Social Security benefits at the right time may help maximize your benefit.
When you retire, how will you treat your next chapter?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
There’s an alarming difference between perception and reality for current and future retirees.