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 couple become Retirement Plan Detectives, searching records from old employers.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Doing your research is key before buying a vacation home.
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Here are five facts about Social Security that might surprise you.
When should you take your Social Security benefit?