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.
For women, retirement strategy is a long race. It’s helpful to know the route.
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A change in your mindset during retirement may drive changes to your portfolio.
Things to consider before retirement.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate your monthly and annual income from various IRA types.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
A couple become Retirement Plan Detectives, searching records from old employers.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.