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.
A bucket plan can help you be better prepared for a comfortable retirement.
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A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
What role would taxes play in your investment decisions?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This early financial decision could prove helpful over time.
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 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 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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Doing your research is key before buying a vacation home.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
For women, retirement strategy is a long race. It’s helpful to know the route.