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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A timeline covering a few of the major provisions of the SECURE Act 2.0.
What role would taxes play in your investment decisions?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
A look at the new, record-high retirement contribution limits from the IRS.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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 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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Doing your research is key before buying a vacation home.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Want to do more with your wealth? You might want to consider creating a charitable foundation.