Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Lifestyle considerations in creating your retirement portfolio.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
What does your home really cost?
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How does your ideal retirement differ from reality, and what can we do to better align the two?