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.
When you retire, deciding which money to use first can be critical to your long-term financial outlook.
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Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Calculating your potential Social Security benefit is a three-step process.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
How Medicare can address health care needs in your retirement strategy.
The uncertainties we face in retirement can erode our sense of confidence.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
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.
For women, retirement strategy is a long race. It’s helpful to know the route.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.