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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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.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Even low inflation rates over an extended period of time can impact your finances in retirement.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Knowing the rules may help you decide when to start benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What does your home really cost?
When you retire, how will you treat your next chapter?
There are three things to consider before dipping into retirement savings to pay for college.
Make your retirement as exciting as your next vacation.
Imagine your ideal post-pandemic retirement with this animated video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?