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.
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Regardless of how you approach retirement, there are some things about it that might surprise you.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
How Medicare can address health care needs in your retirement strategy.
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 may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Here are five facts about Social Security that might surprise you.
Learn about what risk tolerance really means in this helpful and insightful video.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
For women, retirement strategy is a long race. It’s helpful to know the route.
A bucket plan can help you be better prepared for a comfortable retirement.