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.
Here are five facts about Social Security that might surprise you.
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Key questions to answer when you are considering retirement.
This early financial decision could prove helpful over time.
What's your vision of retirement?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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 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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
When you retire, how will you treat your next chapter?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
There are three things to consider before dipping into retirement savings to pay for college.
This video discusses issues related to your retirement accounts when you move on from your job.