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.
Have A Question About This Topic?
Knowing the rules may help you decide when to start benefits.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Why are they made again and again? Making sense of these errors in judgement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
When should you take your Social Security benefit?
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
For women, retirement strategy is a long race. It’s helpful to know the route.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.