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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Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
There are things about Social Security that might surprise you.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
When it comes to generational differences, knowing the facts can be difficult.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn how to address the challenges that women face when planning for retirement.
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 your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
For women, retirement strategy is a long race. It’s helpful to know the route.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Why are 401(k) plans, annuities, and IRAs so popular?
A bucket plan can help you be better prepared for a comfortable retirement.