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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Regardless of how you approach retirement, there are some things about it that might surprise you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here are 5 reason why you may consider working through retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking your Social Security benefits at the right time may help maximize your benefit.
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 portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.