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.
Taking your Social Security benefits at the right time may help maximize your benefit.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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 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.
Estimate your monthly and annual income from various IRA types.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Make your retirement as exciting as your next vacation.
Why are 401(k) plans, annuities, and IRAs so popular?
Around the country, attitudes about retirement are shifting.
What does your home really cost?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?