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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Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
Women Are Financially Savvy. Yet, there are still unique challenges working against women in retirement.
The number of men and women in the United States appears to be approximately equal . . . at first glance. Women walk a different path than men, and a much longer one. After the age of 40, women outnumber men in every age cohort.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
401(k) savings are taxed as ordinary income when funds are withdrawn.
This early financial decision could prove helpful over time.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What does your home really cost?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Imagine your ideal post-pandemic retirement with this animated video.
Taking your Social Security benefits at the right time may help maximize your benefit.