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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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.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
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Here are five facts about Social Security that might surprise you.
Make your retirement as exciting as your next vacation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Imagine your ideal post-pandemic retirement with this animated video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?