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.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Regardless of how you approach retirement, there are some things about it that might surprise you.
When it comes to generational differences, knowing the facts can be difficult.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
The earlier you start pursuing financial goals, the better your outcome may be.
What your life will look like after you leave work.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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 how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
When you retire, how will you treat your next chapter?
Make your retirement as exciting as your next vacation.
Taking your Social Security benefits at the right time may help maximize your benefit.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.