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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For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
To choose a plan, it’s important to ask yourself four key questions.
This short, informative article teaches the basics of the FIRE movement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Taking your Social Security benefits at the right time may help maximize your benefit.
When you retire, how will you treat your next chapter?
This short video illustrates the importance of understanding sequence of returns risk.
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.
A couple become Retirement Plan Detectives, searching records from old employers.