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.
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Regardless of how you approach retirement, there are some things about it that might surprise you.
This checklist can give you a quick snapshot of how prepared you are.
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Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
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Estimate your monthly and annual income from various IRA types.
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 the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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