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?
What role would taxes play in your investment decisions?
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.
To choose a plan, it’s important to ask yourself four key questions.
When to start? Should I continue to work? How can I maximize my benefit?
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Taking your Social Security benefits at the right time may help maximize your benefit.
When you retire, how will you treat your next chapter?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?