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, how will you treat your next chapter?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
How Medicare can address health care needs in your retirement strategy.
There are common mistakes you can avoid when saving for retirement.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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 how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
What does your home really cost?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Make your retirement as exciting as your next vacation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.