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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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
To choose a plan, it’s important to ask yourself four key questions.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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.
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.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
How does your ideal retirement differ from reality, and what can we do to better align the two?