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.
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Taking regular, periodic withdrawals during retirement can be quite problematic.
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A change in your mindset during retirement may drive changes to your portfolio.
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Key questions to answer when you are considering retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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 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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Around the country, attitudes about retirement are shifting.
A couple become Retirement Plan Detectives, searching records from old employers.
Taking your Social Security benefits at the right time may help maximize your benefit.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
When you retire, how will you treat your next chapter?
Doing your research is key before buying a vacation home.