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.
A bucket plan can help you be better prepared for a comfortable retirement.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
When to start? Should I continue to work? How can I maximize my benefit?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
To choose a plan, it’s important to ask yourself four key questions.
For many, retirement includes contributing their time and talents to an organization in need.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
Imagine your ideal post-pandemic retirement with this animated video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?