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.
A couple become Retirement Plan Detectives, searching records from old employers.
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There are common mistakes you can avoid when saving for retirement.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When should you take your Social Security benefit?
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
For women, retirement strategy is a long race. It’s helpful to know the route.