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.
Have A Question About This Topic?
To choose a plan, it’s important to ask yourself four key questions.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
What role would taxes play in your investment decisions?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What's your vision of retirement?
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.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This short video illustrates the importance of understanding sequence of returns risk.
A couple become Retirement Plan Detectives, searching records from old employers.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
This video discusses issues related to your retirement accounts when you move on from your job.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.