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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For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Are women prepared for a 20-year retirement?
Taking regular, periodic withdrawals during retirement can be quite problematic.
This checklist can give you a quick snapshot of how prepared you are.
Lifestyle considerations in creating your retirement portfolio.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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