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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A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
It's important to make sure your retirement strategy anticipates health-care expenses.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Here are five facts about Social Security that might surprise you.
When should you take your Social Security benefit?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
This short video illustrates the importance of understanding sequence of returns risk.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?