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.
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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Lifestyle considerations in creating your retirement portfolio.
It's important to make sure your retirement strategy anticipates health-care expenses.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
October is Financial Planning Month! Let’s get together to create a customized financial plan for you.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
Women must be ready to spend, on average, more years in retirement than men.
Taking your Social Security benefits at the right time may help maximize your benefit.
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Planning your financial future is a journey you don’t have to walk alone.
Here are five facts about Social Security that might surprise you.