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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How Medicare can address health care needs in your retirement strategy.
A look at the new, record-high retirement contribution limits from the IRS.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Are women prepared for a 20-year retirement?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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).
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Taking your Social Security benefits at the right time may help maximize your benefit.
For women, retirement strategy is a long race. It’s helpful to know the route.
This video discusses issues related to your retirement accounts when you move on from your job.
When you retire, how will you treat your next chapter?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?