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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Knowing the rules may help you decide when to start benefits.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Calculating your potential Social Security benefit is a three-step process.
The earlier you start pursuing financial goals, the better your outcome may be.
What role would taxes play in your investment decisions?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
When should you take your Social Security benefit?
There’s an alarming difference between perception and reality for current and future retirees.
For women, retirement strategy is a long race. It’s helpful to know the route.
What does your home really cost?